Resumes
Resumes

Vice President, Financial Consultant
View pageLocation:
14814 Clark St, Sherman Oaks, CA 91411
Industry:
Financial Services
Work:
Merrill Edge since Nov 2012
Financial Solutions Advisor
TD Ameritrade May 2012 - Nov 2012
Investment Consultant
Wells Fargo Advisors Oct 2010 - May 2012
Licensed Banker
Humanities Research Institute Sep 2009 - Jun 2010
Finance Assistant
Sears Holdings Corporation Jun 2006 - Sep 2007
Sales Consultant
Financial Solutions Advisor
TD Ameritrade May 2012 - Nov 2012
Investment Consultant
Wells Fargo Advisors Oct 2010 - May 2012
Licensed Banker
Humanities Research Institute Sep 2009 - Jun 2010
Finance Assistant
Sears Holdings Corporation Jun 2006 - Sep 2007
Sales Consultant
Education:
University of California, Irvine 2007 - 2010
Bachelor of Arts, Business Economics
Bachelor of Arts, Business Economics
Skills:
Financial Services
Portfolio Management
Investments
Risk Management
Finance
Accounting
Auditing
Banking
Credit
Data Analysis
Loans
Mutual Funds
Series 7
Wealth Management
Statistics
Portfolio Management
Investments
Risk Management
Finance
Accounting
Auditing
Banking
Credit
Data Analysis
Loans
Mutual Funds
Series 7
Wealth Management
Statistics
Languages:
English
Spanish
Spanish
Certifications:
Chartered Financial Analyst (Cfa®)
Certified Financial Planner (Cfp)
Series 7
Series 66
Cfp Board
Cfa Institute
Certified Financial Planner (Cfp)
Series 7
Series 66
Cfp Board
Cfa Institute

Bryan Sabalvaro Pacifica, CA
View pageWork:
Merrill Lynch
Nov 2012 to 2000
Financial Advisor
TD Ameritrade
Cupertino, CA
May 2012 to Nov 2012
Client Service Specialist
Wells Fargo Bank
San Bruno, CA
Oct 2010 to Apr 2012
Licensed Banker
Humanities Research Institute
Irvine, CA
Sep 2009 to Jun 2010
Financial Analyst Assistant
Nov 2012 to 2000
Financial Advisor
TD Ameritrade
Cupertino, CA
May 2012 to Nov 2012
Client Service Specialist
Wells Fargo Bank
San Bruno, CA
Oct 2010 to Apr 2012
Licensed Banker
Humanities Research Institute
Irvine, CA
Sep 2009 to Jun 2010
Financial Analyst Assistant
Education:
University of California
Irvine, CA
Sep 2007 to Jun 2010
Bachelor of Arts in Business Economics
Irvine, CA
Sep 2007 to Jun 2010
Bachelor of Arts in Business Economics