Resumes
Resumes

Agency General Manager - Brokerage Director
View pageIndustry:
Financial Services
Work:
Roberto Guardiola-Díaz Mdrt
Agency General Manager - Brokerage Director
Popular Insurance Aug 2001 - Mar 2004
Branches Sales Manager
Rocafort Financial Group Dec 1998 - Jul 2001
Brokerage and Wholesale Sales Manager, Registered Representative
Axa Advisors-Equitable Companies Sep 1993 - Nov 1999
Advisor - Registered Representative
Agency General Manager - Brokerage Director
Popular Insurance Aug 2001 - Mar 2004
Branches Sales Manager
Rocafort Financial Group Dec 1998 - Jul 2001
Brokerage and Wholesale Sales Manager, Registered Representative
Axa Advisors-Equitable Companies Sep 1993 - Nov 1999
Advisor - Registered Representative
Education:
University of Puerto Rico, Río Piedras
Skills:
Fixed Annuities
Insurance
Disability Insurance
Life Insurance
Qualified Retirement Plans
Variable Annuities
Mutual Funds
Brokerage
Marketing Strategy
Management
Wealth Management
Strategic Financial Planning
Investments
Securities
Long Term Care
Financial Advisory
Risk Management
Wealth
Financial Services
Retirement Planning
Long Term Care Insurance
Brokers
Series 6
Financial Planning
Insurance
Disability Insurance
Life Insurance
Qualified Retirement Plans
Variable Annuities
Mutual Funds
Brokerage
Marketing Strategy
Management
Wealth Management
Strategic Financial Planning
Investments
Securities
Long Term Care
Financial Advisory
Risk Management
Wealth
Financial Services
Retirement Planning
Long Term Care Insurance
Brokers
Series 6
Financial Planning
Interests:
Com Art Artists
People Who Love Life
Comartartists
Artispazio
Health
People Who Love Life
Comartartists
Artispazio
Health
Languages:
Spanish
English
English
Certifications:
Florida Licensed
Massachusetts Licensed
Missouri Licensed
Puerto Rico Licensed
Texas Licensed
Massachusetts Licensed
Missouri Licensed
Puerto Rico Licensed
Texas Licensed