Luis O Arocha

9204 Four Acre Ct, Charlotte, NC 28210

Financial Services

J.p. Morgan Mar 2010 - Jul 2017
Vice President
Capital Group Mar 2010 - Jul 2017
Regional Vice President
Skandia Jun 2007 - Dec 2009
Regional Marketing Manager and Sales Desk Manager
Evergreen Investments Sep 2005 - Jun 2007
Internal Wholesaler
Vanguard Jun 2001 - Sep 2005
Registered Representative

University of Phoenix Jul 2004
Master of Business Administration, Masters University of Phoenix 2002 - 2004
Masters, Business Administration, Management University of South Carolina May 2001
Bachelors, Bachelor of Science, Business Administration Darla Moore School of Business 1997 - 2001
Bachelors, Bachelor of Science, Business Administration, Management, Finance

Charlotte
Series 63
.Net
Phoenix
Consulting
Market
Accounting
Fixed Annuities
Voyager
Non Qualified
Investment Education
Yahoo
Majors
Selecting
Retail
Trust
Shareholders
Guidance
Brokerage
Iras
Global Management
Investments
English
Finance
Series 6
Bilingual
Rollovers
Materials
Asset Allocation
401K
Mutual Funds
Sold
Client Accounts
Business Administration
Microsoft Office
Savings
Total Account Management
Cobol
Pension Funds
Merrill Lynch
Management
Financial Statements
Shareholder
Research
Problem Solving
Science
Trading
Meetings
Mis
Spanish
Payroll
Crm
Securities
Databases

Spanish

Miami, FL