Amir Boghdady's Location
Aliso Viejo, CA, US
Amir Boghdady's Work
- Financial Advisor @ Citi Personal Wealth Managment
- Branch Manager @ Citi
- Financial Advisor @ MorganStanley SmithBarney LLC
- Personal Banker - Assistant Vice President @ CITIBANK N
- Financial Planner @ METLIFE INSURANCE CO
- Head Equity Trader @ INTREPID SECURITIES INC
Amir Boghdady's Education
- National University
MBA (Financial services)
2005 - 2008 - California State University, Long Beach
BS (Bachelor of Science in Business Administration)
1995 - 2001
Amir Boghdady's Skills
- Series 63
- Financial Advisory
- Banking
- Accounting
- Fixed Annuities
- Insurance
- Retirement Planning
- Sales
- Portfolio Management
- Investments
Amir Boghdady's Summary
Amir Boghdady, based in Aliso Viejo, CA, US, is currently a Financial Advisor at Citi Personal Wealth Managment, bringing experience from previous roles at Citi, MorganStanley SmithBarney LLC, CITIBANK N and METLIFE INSURANCE CO. Amir Boghdady holds a 2005 - 2008 MBA in Financial services @ National University. With a robust skill set that includes Series 63, Financial Advisory, Banking, Accounting, Fixed Annuities and more, Amir Boghdady contributes valuable insights to the industry. Amir Boghdady has 2 emails and 1 mobile phone number on RocketReach.
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