Resumes
Resumes
Miami, Florida
View pageLocation:
Miami, FL
Industry:
Financial Services
Work:
Iberia Financial Services, Llc
Senior Vice President Iberia Financial Services, Llc Investment Executive of Infinex Investments
Iberiabank
Senior Vice President Iberia Financial Services, Llc Investment Executive of Infinex Investments
Wells Fargo Advisors Apr 2017 - Apr 2019
Senior Financial Advisor and Senior Vice President- Investments
Wells Fargo Advisors Jul 2013 - Apr 2019
Regional Brokerage Manager and Senior Vice President
Hsbc Apr 2008 - Jul 2013
Regional Wealth Sales Manager and Senior Vice President
Senior Vice President Iberia Financial Services, Llc Investment Executive of Infinex Investments
Iberiabank
Senior Vice President Iberia Financial Services, Llc Investment Executive of Infinex Investments
Wells Fargo Advisors Apr 2017 - Apr 2019
Senior Financial Advisor and Senior Vice President- Investments
Wells Fargo Advisors Jul 2013 - Apr 2019
Regional Brokerage Manager and Senior Vice President
Hsbc Apr 2008 - Jul 2013
Regional Wealth Sales Manager and Senior Vice President
Education:
University of Florida - Warrington College of Business 1998 - 1998
Master of Business Administration, Masters, Finance University of Florida - Warrington College of Business 1989 - 1993
Bachelors, Bachelor of Business Administration, Finance
Master of Business Administration, Masters, Finance University of Florida - Warrington College of Business 1989 - 1993
Bachelors, Bachelor of Business Administration, Finance
Skills:
Investments
Financial Advisory
Risk Management
Financial Analysis
Private Equity
Business Development
Mergers and Acquisitions
Financial Services
Liability Management
Financial Advisory
Risk Management
Financial Analysis
Private Equity
Business Development
Mergers and Acquisitions
Financial Services
Liability Management
Languages:
English
Spanish
Spanish
Certifications:
Certified Financial Planner
Cfp Board, License 063086
License 063086
Cfp Board, License 063086
License 063086