Resumes
Resumes
Wealth Manager
View pageLocation:
San Diego, CA
Industry:
Financial Services
Work:
Calton & Associates, Inc.
Independent Financial Advisor
Youtily 2016 - 2016
Account Executive
Palomar Financial Services, Llc 2016 - 2016
Wealth Manager
Jpmorgan Chase & Co. Nov 2009 - Apr 2013
Financial Advisor
Axa Equitable Jul 2008 - Nov 2009
Retirement Benefits Specialist Tax Sheltered Plans
Independent Financial Advisor
Youtily 2016 - 2016
Account Executive
Palomar Financial Services, Llc 2016 - 2016
Wealth Manager
Jpmorgan Chase & Co. Nov 2009 - Apr 2013
Financial Advisor
Axa Equitable Jul 2008 - Nov 2009
Retirement Benefits Specialist Tax Sheltered Plans
Education:
Uc San Diego 2014 - 2015
Cuyamaca College 2013 - 2013
Associates, Supply Chain Management University of California, Los Angeles 1980 - 1985
Bachelors, Bachelor of Arts, Spanish Santa Monica College 1980 - 1982
Associates, Associate of Arts, Medicine University of San Diego 1978 - 1980
Cuyamaca College 2013 - 2013
Associates, Supply Chain Management University of California, Los Angeles 1980 - 1985
Bachelors, Bachelor of Arts, Spanish Santa Monica College 1980 - 1982
Associates, Associate of Arts, Medicine University of San Diego 1978 - 1980
Skills:
Financial Services
Investment Advisory
Insurance
Financial Planning
Risk Management
Investments
Securities
Retirement
Portfolio Management
Wealth Management
Investment Strategies
Financial Advisory
Alternative Investments
Asset Management
Iras
Financial Analysis
Retirement Planning
401K
Asset Allocation
Asset Managment
Mutual Funds
Management
Financial Planners
Equities
Strategic Planning
Estate Planning
Financial Modeling
401K Rollovers
Customer Service
Life Insurance
Trading
Financial Risk
Fixed Income
Options
Decision Making
Annuities
Search Engine Optimization
Digital Marketing
Content Marketing
Marketing
Email Marketing
Small Business Marketing
Social Media
Twitter
401 Retirement Savings Plans
Investment Advisory
Insurance
Financial Planning
Risk Management
Investments
Securities
Retirement
Portfolio Management
Wealth Management
Investment Strategies
Financial Advisory
Alternative Investments
Asset Management
Iras
Financial Analysis
Retirement Planning
401K
Asset Allocation
Asset Managment
Mutual Funds
Management
Financial Planners
Equities
Strategic Planning
Estate Planning
Financial Modeling
401K Rollovers
Customer Service
Life Insurance
Trading
Financial Risk
Fixed Income
Options
Decision Making
Annuities
Search Engine Optimization
Digital Marketing
Content Marketing
Marketing
Email Marketing
Small Business Marketing
Social Media
401 Retirement Savings Plans
Interests:
Children
Environment
Science and Technology
Animal Welfare
Arts and Culture
Health
Environment
Science and Technology
Animal Welfare
Arts and Culture
Health
Languages:
Spanish
Greek
Greek
Certifications:
Bootstrapping Your Business
Improving Your Judgment
Online Marketing Basics
Email Marketing Basics
Twitter Essential Training
Linkedin
Improving Your Judgment
Online Marketing Basics
Email Marketing Basics
Twitter Essential Training
William Vourlas
View pageWork:
Palomar Financial Services, LLC
Jul 2013 to 2000
Wealth Advisor
JP Morgan Securities
San Diego, CA
Nov 2009 to Apr 2013
Financial Advisor
AXA Advisors
San Diego, CA
Jul 2008 to Oct 2009
Benefits Specialist
Shade Tree Investments, LLC
Sarasota, FL
Jan 1997 to May 2008
Futures and Equities Trader
Jul 2013 to 2000
Wealth Advisor
JP Morgan Securities
San Diego, CA
Nov 2009 to Apr 2013
Financial Advisor
AXA Advisors
San Diego, CA
Jul 2008 to Oct 2009
Benefits Specialist
Shade Tree Investments, LLC
Sarasota, FL
Jan 1997 to May 2008
Futures and Equities Trader
Education:
Cuyamaca College
San Diego, CA
Finance Certification
University of California
Los Angeles, CA
Bachelor of Arts in Spanish
San Diego, CA
Finance Certification
University of California
Los Angeles, CA
Bachelor of Arts in Spanish
Owner, Shade Tree Investments, Llc And Health, Wellness And Fitness Consultant
View pageLocation:
Greater San Diego Area
Industry:
Health, Wellness and Fitness