Albert Yanez's Location
Riverside, CA, US
Albert Yanez's Work
- Vice President Senior Financial Advisor @ City National Bank
- Financial Advisor @ CUSO Financial Services
- Branch Manager @ Scottrade
Albert Yanez's Education
- Brandman University, Part of the Chapman University System
Master of Business Administration - MBA (Business Administration and Management, General)
2015 - 2017 - University of California, Riverside
Bachelor's degree (Economics)
1997 - 2001
Albert Yanez's Skills
- Wealth Management
- Portfolio Management
- Retirement Planning
- Investments
- Series 63
- Financial Services
- Securities
- Mutual Funds
- Finance
- Financial Planning
Albert Yanez's Summary
Albert Yanez, based in Riverside, CA, US, is currently a Vice President Senior Financial Advisor at City National Bank, bringing experience from previous roles at CUSO Financial Services, LP and Scottrade. Albert Yanez holds a 2015 - 2017 Master of Business Administration - MBA in Business Administration and Management, General @ Brandman University, Part of the Chapman University System. With a robust skill set that includes Wealth Management, Portfolio Management, Retirement Planning, Investments, Series 63 and more, Albert Yanez contributes valuable insights to the industry. Albert Yanez has 5 emails and 1 mobile phone number on RocketReach.
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