Edgar Madrigal resumes & CV records
Resumes
Vice President, Due Diligence
Location:
Lake Mary, FL
Industry:
Financial Services
Work:
Cnl Securities Corp.
Vice President, Due Diligence Cnl Securities Corp.
Director, Due Diligence Chepenik Financial, Lpl Financial Aug 2013 - Aug 2014
Retirement Resources Analyst Cash & Associates Aug 2010 - Aug 2013
Director of Qualified Plans and Investments Evershore Financial Group Nov 2008 - Aug 2010
Financial Advisor John Hancock Financial Services Jun 2007 - Oct 2008
Advisor Merrill Lynch Jun 2006 - Apr 2007
Financial Advisor Intern Unaimco Sep 2006 - Jan 2007
Marketing Coordinator
Vice President, Due Diligence Cnl Securities Corp.
Director, Due Diligence Chepenik Financial, Lpl Financial Aug 2013 - Aug 2014
Retirement Resources Analyst Cash & Associates Aug 2010 - Aug 2013
Director of Qualified Plans and Investments Evershore Financial Group Nov 2008 - Aug 2010
Financial Advisor John Hancock Financial Services Jun 2007 - Oct 2008
Advisor Merrill Lynch Jun 2006 - Apr 2007
Financial Advisor Intern Unaimco Sep 2006 - Jan 2007
Marketing Coordinator
Education:
Rollins College 2005 - 2007
Master of Business Administration, Masters, Management, Finance Iona College 2001 - 2005
Bachelors, Bachelor of Business Administration, Marketing
Master of Business Administration, Masters, Management, Finance Iona College 2001 - 2005
Bachelors, Bachelor of Business Administration, Marketing
Skills:
401K, Series 7, Series 65, Series 63, Retirement Planning, Financial Modeling, Mutual Funds, Wealth Management, Strategic Financial Planning, Investments, Securities, Financial Analysis, Fluent In Spanish, Management, Financial Services, Finance, Crm, Portfolio Management, Insurance, Employee Benefits, Retirement, Investment Strategies, Alternative Investments, Asset Management, Series 6, Financial Advisory, Marketing, Qualified Retirement Plans
Languages:
Spanish
Certifications:
Caia