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Adan Moreno Location
Los Angeles, CA, US
Adan Moreno Work
Director of Asset Management @ (January 2025 - Present)
Asset Manager @ (October 2018 - Present)
Director Asset Management @ The BM Group (December 2015 - September 2018)
Investment Advisor @ (October 2014 - January 2016)
Financial Services Representative @ (January 2012 - January 2014)
Adan Moreno Education
Loyola Marymount University
Bachelor of Arts (Spanish Language and Literature)
2008-2012
Loyola Marymount University
Minor (Economics)
2008-2012
Adan Moreno Skills
Finance
Customer Service
Investments
Sales
Marketing
Accounting
Financial Modeling
Marketing Strategy
Real Estate
Microsoft Excel
Public Speaking
Leadership
Management
Spanish
Adan Moreno Summary
Adan Moreno, based in Los Angeles, CA, US, is currently a Director of Asset Management at Cirrus Asset Management Inc.. Adan Moreno brings experience from previous roles at Cirrus Asset Management Inc., The BM Group, Eagle Strategies, LLC and New York Life Insurance Company. Adan Moreno holds a 2008 - 2012 Bachelor of Arts in Spanish Language and Literature @ Loyola Marymount University. With a robust skill set that includes Finance, Customer Service, Investments, Sales, Marketing and more. Adan Moreno has 3 emails and 2 mobile phone numbers on RocketReach.
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