Resumes
Resumes
Wealth Management And Legacy Planner
View pageLocation:
Chicago, IL
Industry:
Financial Services
Work:
Masters Leadership Program San Antonio
Student
Everest Retirement Planners
Wealth Management and Legacy Planner
Concordia Investments Dec 2013 - Feb 2018
Retirement and Estate Planning Specialist
Green Cypress Homes Feb 2012 - Jul 2013
Real Estate Development Consultant
Cemex Sep 2009 - Jun 2011
Strategic Business Development
Student
Everest Retirement Planners
Wealth Management and Legacy Planner
Concordia Investments Dec 2013 - Feb 2018
Retirement and Estate Planning Specialist
Green Cypress Homes Feb 2012 - Jul 2013
Real Estate Development Consultant
Cemex Sep 2009 - Jun 2011
Strategic Business Development
Education:
Insead 2004 - 2004
Carnegie Mellon University - Tepper School of Business 2003 - 2003
Thunderbird School of Global Management 2003 - 2003
Stanford University Graduate School of Business 2003 - 2003
Harvard Business School 1997 - 1999
Master of Business Administration, Masters Tecnológico De Monterrey 1984 - 1989
Bachelors, Bachelor of Science
Carnegie Mellon University - Tepper School of Business 2003 - 2003
Thunderbird School of Global Management 2003 - 2003
Stanford University Graduate School of Business 2003 - 2003
Harvard Business School 1997 - 1999
Master of Business Administration, Masters Tecnológico De Monterrey 1984 - 1989
Bachelors, Bachelor of Science
Skills:
Estate Planning
Mergers
Retirement Planning
Start Ups
Sales Operations
Business Development
Investments
Negotiation
Competitive Analysis
Finance
Investment Advisory
Strategic Planning
Strategy
Management Consulting
Business Planning
Operations Management
Entrepreneurship
Marketing
New Business Development
Change Management
Project Planning
Personal Financial Planning
Private Equity
Business Strategy
Due Diligence
Marketing Strategy
Venture Capital
Mergers and Acquisitions
Mergers
Retirement Planning
Start Ups
Sales Operations
Business Development
Investments
Negotiation
Competitive Analysis
Finance
Investment Advisory
Strategic Planning
Strategy
Management Consulting
Business Planning
Operations Management
Entrepreneurship
Marketing
New Business Development
Change Management
Project Planning
Personal Financial Planning
Private Equity
Business Strategy
Due Diligence
Marketing Strategy
Venture Capital
Mergers and Acquisitions
Languages:
Spanish
English
French
English
French
Certifications:
Series 6
Series 63
Series 65
Financial Industry Regulatory Authority (Finra)
Series 63
Series 65
Financial Industry Regulatory Authority (Finra)