Ana Espinal Email & Phone Number
Institutional Ret Products and Svces Client Administration Manager @ Vanguard
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Ana Espinal Location
- Mesa, AZ, US
Ana Espinal Work
- 1998 -now Institutional Ret Products and Svces Client Administration Manager @
- 2005 -2010 Operations Team and Project Leader @
- 1998 -2005 Client Relationship Administrator @
- 1997 -1998 Financial Advisor @
- 1996 -1997 Broker @
Ana Espinal Education
- Arizona State University College of Law
Master of Laws (LLM) (Law)
2010-2014 - Southwest Gardener Arts
(Hobby)
2011-2011 - University of Phoenix
MBA (Business Administration)
2005-2007 - Siena College
Bachelors of Science (Finance)
1994-1997
Ana Espinal Skills
- Series 63
- Mutual Funds
- Series 7
- 401k
- Investments
- Financial Services
- Strategic Financial Planning
- Defined Benefit
- Securities
- Retirement
- Finance
- Relationship Management
- FINRA
- Microsoft Excel
- Asset Allocation
- Insurance
- Financial Analysis
- Series 6
- IRAs
- Retirement Planning
- Performance Management
- Personal Development
- Strategic Negotiations
- Contractual Agreements
- Leadership
- Asset Management
- Pensions
- Defined Contribution
- Portfolio Management
- Wealth Management
- Employee Benefits
- Savings
Ana Espinal Summary
- Ana Espinal, based in Mesa, AZ, US, is currently a Institutional Ret Products and Svces Client Administration Manager at Vanguard. Ana Espinal brings experience from previous roles at Vanguard, American Express and Merrill Lynch. Ana Espinal holds a 2010 - 2014 Master of Laws (LLM) in Law @ Arizona State University College of Law. With a robust skill set that includes Series 63, Mutual Funds, Series 7, 401k, Investments and more. Ana Espinal has 3 emails on RocketReach.
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