Abhishek Y Vakil

San Francisco, CA

Financial Services

J.p. Morgan
Vice President - Private Client Advisor
E*Trade Jun 2013 - Mar 2015
Financial Consultant
Fidelity Investments Aug 2011 - Jun 2013
Financial Representative
Barclaycard Jun 2010 - Aug 2010
Intern

San Francisco State University 2009 - 2012
Bachelors, Bachelor of Science, Accounting De Anza College

Series 63
Financial Advisory
High Net Worth
Financial Planners
Accounting
Credit Cards
Retirement Planning
Sales
Guidance
Expression
Iras
Consideration
Fidelity
Investments
Barclays
Finance
Account Executives
Consolidate
Asset Allocation
Roth Ira
Investment Advisory
Financial Services
Wealth Management
Mutual Funds
San Francisco
Business Administration
Mexican Cuisine
Strategic Financial Planning
High Net Worth Individuals
Securities
Hearing
Microsoft Excel
Marketing
College Savings Plans
Personal Financial
Point of Contact
Customer Service
Love
Wealth
Personal Financial Planning
Project
Grill
401K Rollovers
Strategic Financial
Etfs
Science
Retirement
Series 65
Controller
Analysis
Series 7
529 Plans
Consumer Behaviour

Human Rights
Social Services
Children

San Francisco, CA

Financial Services

Fidelity Investments May 2011 - Aug 2011
Intern
Fidelity Investments May 2011 - Aug 2011
Financial Representative