Resumes
Resumes
Vice President, Private Wealth Advisor
View pageLocation:
2567 west Lugaro Ln, Anaheim, CA
Industry:
Financial Services
Work:
U.s. Bank
Vice President, Private Wealth Advisor
City National Bank Oct 2016 - Jul 2018
Vice President, Private Banker, Client Manager
Union Bank Sep 2013 - Aug 2015
Senior Relationship Manager
Wells Fargo Advisors Mar 2010 - Aug 2013
Brokerage and Premier Banking
Vice President, Private Wealth Advisor
City National Bank Oct 2016 - Jul 2018
Vice President, Private Banker, Client Manager
Union Bank Sep 2013 - Aug 2015
Senior Relationship Manager
Wells Fargo Advisors Mar 2010 - Aug 2013
Brokerage and Premier Banking
Education:
University of Southern California - Marshall School of Business 2018 - 2020
Master of Business Administration, Masters University of California, Los Angeles 2018
University of California, Los Angeles 2015 - 2017
Master of Business Administration, Masters California State University, Long Beach 2003 - 2008
Bachelors, Bachelor of Arts, Economics, Business Economics, Business La Serna High School
Master of Business Administration, Masters University of California, Los Angeles 2018
University of California, Los Angeles 2015 - 2017
Master of Business Administration, Masters California State University, Long Beach 2003 - 2008
Bachelors, Bachelor of Arts, Economics, Business Economics, Business La Serna High School
Skills:
Investments
Finance
Wealth Management
Financial Services
Banking
Credit
Small Business Lending
Financial Analysis
Portfolio Management
Certified Financial Planner
Financial Planning
Commercial Lending
Commercial Banking
Private Banking
Investment Advisory
Relationship Management
Retirement Planning
Insurance
Mutual Funds
Securities
Loans
Strategic Financial Planning
Financial Advisory
Asset Management
Credit Analysis
Loan Origination
Risk Management
Wealth Management Services
Estate Planning
Insurance Planning
Aircraft Finance
Investment Strategies
Private Equity
Mortgage Lending
Investment Management
Commercial Real Estate
Business Continuity
Pmd
Charitable Trusts
Trust Services
Wealth Accumulation
Wealth Preservation Planning
Finance
Wealth Management
Financial Services
Banking
Credit
Small Business Lending
Financial Analysis
Portfolio Management
Certified Financial Planner
Financial Planning
Commercial Lending
Commercial Banking
Private Banking
Investment Advisory
Relationship Management
Retirement Planning
Insurance
Mutual Funds
Securities
Loans
Strategic Financial Planning
Financial Advisory
Asset Management
Credit Analysis
Loan Origination
Risk Management
Wealth Management Services
Estate Planning
Insurance Planning
Aircraft Finance
Investment Strategies
Private Equity
Mortgage Lending
Investment Management
Commercial Real Estate
Business Continuity
Pmd
Charitable Trusts
Trust Services
Wealth Accumulation
Wealth Preservation Planning
Interests:
Social Services
Economic Empowerment
Politics
Education
Environment
Animal Welfare
Health
Economic Empowerment
Politics
Education
Environment
Animal Welfare
Health
Languages:
English
Certifications:
Certified Financial Planner Cfp®