Raymond James
Financial Advisor, Wms, Aamsâ , Accredited Asset Management Specialist
Wells Fargo Advisors Dec 2016 - Nov 2017
International Senior Registered Client Associate
Jpmorgan Chase & Co. Mar 2016 - Sep 2016
Private Client Advisor
Morgan Stanley May 2014 - Feb 2016
Financial Advisor Associate
Morgan Stanley Jun 2011 - May 2014
Registered Marketing Associate
Education:
Miami Dade College 2012
Associates
Maharishi University of Management 1996 - 1997
Skills:
Asset Management Equities Investments Portfolio Management Fixed Income Alternative Investments Financial Analysis Securities Banking Microsoft Office
Business Family Real Estate Wills Trust Probate Contracts & Agreements Litigation Personal Injury General Practice Lawsuits & Disputes Trusts Litigation: Personal Injury Wills & Living Wills Wills-Trusts-Probate Business Family Real Estate Wills-Trusts-Probate