Wealth Planning Associate @ (October 2017 - January 2020)
Financial Advisor @ (May 2016 - September 2017)
Personal Banker II @ (April 2015 - February 2016)
Alejandro Castillo Education
Florida State University
Bachelor's Degree (Biochemistry)
2009-2013
Alejandro Castillo Skills
Goals Based Planning
Financial Guidance
Financial Analysis
Goal Based Wealth Management
Business Retirement Plans
Finance
Banking
Chemistry
Analysis
Sales
Marketing
Consulting
Customer Service
Management
Microsoft Office
Microsoft Excel
Leadership
Project Management
Analytical Chemistry
Organic Chemistry
Physical Chemistry
Loans
Credit
Retail Banking
Microsoft Word
PowerPoint
Social Networking
Time Management
Research
Teamwork
Financial Planning
Financial Services
Financial Modeling
Financial Advisory
Strategic Planning
Data Analysis
Investments
Alejandro Castillo Summary
Alejandro Castillo, based in Florida, United States, is currently a Vice President, Financial Advisor at Morgan Stanley. Alejandro Castillo brings experience from previous roles at UBS, Merrill Lynch Wealth Management, Bank of America Corporation and Wells Fargo. Alejandro Castillo holds a 2009 - 2013 Bachelor's Degree in Biochemistry @ Florida State University. With a robust skill set that includes Goals Based Planning, Financial Guidance, Financial Analysis, Goal Based Wealth Management, Business Retirement Plans and more. Alejandro Castillo has 2 emails and 2 mobile phone numbers on RocketReach.
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