Resumes
Resumes
Investment Advisor
View pageLocation:
San Francisco, CA
Industry:
Financial Services
Work:
Northwestern Mutual Sep 2013 - Aug 2017
Financial Representative
Massmutual Pacific Sep 2013 - Aug 2017
Investment Advisor
Fifth Quadrant Analytics Jan 2013 - Jul 2013
Director of Business Development
Tiaa May 2008 - Sep 2012
Senior Equity Trader - Asian Markets
Merrill Lynch Oct 2006 - May 2008
Private Wealth Advisor
Financial Representative
Massmutual Pacific Sep 2013 - Aug 2017
Investment Advisor
Fifth Quadrant Analytics Jan 2013 - Jul 2013
Director of Business Development
Tiaa May 2008 - Sep 2012
Senior Equity Trader - Asian Markets
Merrill Lynch Oct 2006 - May 2008
Private Wealth Advisor
Education:
Ucla Anderson School of Management 1993 - 1995
Master of Business Administration, Masters, Finance Hamilton College 1984 - 1988
Bachelors, Bachelor of Arts, International Relations, Political Science Montclair Kimberley Academy 1984 - 1988
West Essex High School
Master of Business Administration, Masters, Finance Hamilton College 1984 - 1988
Bachelors, Bachelor of Arts, International Relations, Political Science Montclair Kimberley Academy 1984 - 1988
West Essex High School
Skills:
Investments
Equities
Asset Management
Trading
Financial Modeling
Hedge Funds
Alternative Investments
Bloomberg
Securities
Equity Research
Financial Analysis
Fixed Income
Asset Allocation
Capital Markets
Investment Strategies
Etfs
Valuation
Mergers and Acquisitions
Mutual Funds
Asset Managment
Equity Trading
New Business Development
Due Diligence
Structured Products
Series 63
Equities
Asset Management
Trading
Financial Modeling
Hedge Funds
Alternative Investments
Bloomberg
Securities
Equity Research
Financial Analysis
Fixed Income
Asset Allocation
Capital Markets
Investment Strategies
Etfs
Valuation
Mergers and Acquisitions
Mutual Funds
Asset Managment
Equity Trading
New Business Development
Due Diligence
Structured Products
Series 63
Interests:
Civil Rights and Social Action
Children
Education
Economic Empowerment
Children
Education
Economic Empowerment
Languages:
Spanish
Julio Dolorico
View pageLocation:
San Francisco Bay Area
Industry:
Market Research
Skills:
Equities
Investments
Hedge Funds
Alternative Investments
Asset Managment
Series 7
Financial Modeling
Fixed Income
Capital Markets
ETFs
Mutual Funds
Valuation
Trading
Asset Allocation
Series 63
Financial Analysis
Securities
Investment Strategies
Investments
Hedge Funds
Alternative Investments
Asset Managment
Series 7
Financial Modeling
Fixed Income
Capital Markets
ETFs
Mutual Funds
Valuation
Trading
Asset Allocation
Series 63
Financial Analysis
Securities
Investment Strategies
Languages:
Spanish