Resumes
Resumes
Wealth Management Advisor
View pageLocation:
1682 Valota Rd, Redwood City, CA 94061
Industry:
Financial Services
Work:
Edward Jones
Financial Advisor
Urban Miner Nov 1, 2013 - May 2015
Owner and Proprietor
Blackrock Feb 2012 - Mar 2014
Blackrock and Ishares Etf Portfolio Manager
Blackrock Aug 2008 - Jan 2012
Blackrock and Ishares Product and Investment Consulting
Bernstein Private Wealth Management Jul 2003 - Jul 2008
Associate - Private Client Group
Financial Advisor
Urban Miner Nov 1, 2013 - May 2015
Owner and Proprietor
Blackrock Feb 2012 - Mar 2014
Blackrock and Ishares Etf Portfolio Manager
Blackrock Aug 2008 - Jan 2012
Blackrock and Ishares Product and Investment Consulting
Bernstein Private Wealth Management Jul 2003 - Jul 2008
Associate - Private Client Group
Education:
Maret School
Trinity University
Bachelors, Bachelor of Science, Business Administration, Finance
Trinity University
Bachelors, Bachelor of Science, Business Administration, Finance
Skills:
Fixed Income
Portfolio Management
Hedge Funds
Asset Management
Equities
Risk Management
Bonds
Business Development
Series 63
Investment Strategies
Finra
Series 65
Options
Capital Markets
Asset Allocation
Etfs
Portfolio Management
Hedge Funds
Asset Management
Equities
Risk Management
Bonds
Business Development
Series 63
Investment Strategies
Finra
Series 65
Options
Capital Markets
Asset Allocation
Etfs
Languages:
English
Certifications:
Series 7
Series 66
California Resident Life-Only, Accident & Health, and Variable Contracts
Financial Industry Regulatory Authority (Finra)
California Department of Insurance
Series 66
California Resident Life-Only, Accident & Health, and Variable Contracts
Financial Industry Regulatory Authority (Finra)
California Department of Insurance