Resumes
Resumes
![Suzette Callejo Photo 1 Suzette Callejo Photo 1](/img/not-found.png)
Senior Wealth Strategy Associate
View pageLocation:
9 Graceland Dr, San Rafael, CA 94901
Industry:
Financial Services
Work:
Ubs
Senior Wealth Strategy Associate
Credit Suisse Aug 2009 - Aug 2012
Assistant Operations Manager, Assistant Vice President
Merrill Lynch Jan 2008 - Sep 2009
Sales Associate
Credit Suisse Feb 2003 - Jan 2008
Relationship Associate
Jpmorgan Chase H&Q Feb 1996 - May 2002
Senior Sales Associate
Senior Wealth Strategy Associate
Credit Suisse Aug 2009 - Aug 2012
Assistant Operations Manager, Assistant Vice President
Merrill Lynch Jan 2008 - Sep 2009
Sales Associate
Credit Suisse Feb 2003 - Jan 2008
Relationship Associate
Jpmorgan Chase H&Q Feb 1996 - May 2002
Senior Sales Associate
Education:
California State University - Sacramento
Skills:
Equities
Microsoft Office
Management
Microsoft Word
Series 63
Due Diligence
Bloomberg
Trading
Retail Banking
Risk Management
Microsoft Excel
Asset Allocation
Options
Financial Services
Securities
Mutual Funds
Series 7
Microsoft Office
Management
Microsoft Word
Series 63
Due Diligence
Bloomberg
Trading
Retail Banking
Risk Management
Microsoft Excel
Asset Allocation
Options
Financial Services
Securities
Mutual Funds
Series 7
Languages:
English