Resumes
Resumes
Juan Rumayor
View pageLocation:
347 Cedar St, Millbrae, CA 94030
Industry:
Financial Services
Work:
Hsbc
Vice President, Relationship Advisor
Cuso Financial Services, Lp Sep 2012 - Jun 2013
Financial Advisor
Citi Mar 2005 - May 2012
Financial Advisor
Hsbc Mar 2005 - May 2012
Wealth Advisor
Vice President, Relationship Advisor
Cuso Financial Services, Lp Sep 2012 - Jun 2013
Financial Advisor
Citi Mar 2005 - May 2012
Financial Advisor
Hsbc Mar 2005 - May 2012
Wealth Advisor
Education:
Santa Clara University
Skills:
Leadership
Wealth Management
Financial Advisory
Strategic Financial Planning
Series 63
Investments
Banking
Microsoft Excel
Credit
Customer Service
Strategic Planning
Financial Analysis
Loans
Financial Services
Retirement Planning
Securities
Mutual Funds
Series 7
Wealth Management
Financial Advisory
Strategic Financial Planning
Series 63
Investments
Banking
Microsoft Excel
Credit
Customer Service
Strategic Planning
Financial Analysis
Loans
Financial Services
Retirement Planning
Securities
Mutual Funds
Series 7
Languages:
English