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Armando A. Ureña Location
Florida, United States
Armando A. Ureña Work
Senior Partner and Managing Director - Snowden Lane Partners @ (February 2021 - Present)
Private Wealth Financial Advisor and Managing Director - Investments @ (August 2006 - February 2021)
Financial Advisor @ Lehman Brothers (August 2001 - August 2006)
Foreign Service Officer @ U.S. Department of State (June 1993 - July 1999)
Specialist @ U.S. Army (July 1985 - June 1988)
Armando A. Ureña Education
Thunderbird School of Global Management
MBA (Investment Management)
1999-2001
Rice University
Executive Education (The Management Program)
1996-1996
Florida International University
Bachelor's (International Relations)
1988-1992
Armando A. Ureña Skills
Annuities
Asset Allocation
Financial Advisory
Fixed Income Strategies
Insurance
Investments
Multigenerational Wealth Planning
Mutual Funds
Retirement Planning
Securities
Wealth-Preservation Planning
Wealth Management
Portfolio Management
Series 7
Investment Advisory
Alternative Investments
Series 63
Fixed Income
Wealth Management Services
Investment Strategies
Equities
Capital Markets
Hedge Funds
Bonds
Asset Managment
ETFs
Customer Service
Project Management
Strategic Planning
Wealth Preservation Planning
Strategic Financial Planning
Armando A. Ureña Summary
Armando A. Ureña, based in Florida, United States, is currently a Senior Partner and Managing Director - Snowden Lane Partners at Snowden Lane Partners. Armando A. Ureña brings experience from previous roles at Wells Fargo Advisors, Lehman Brothers, U.S. Department of State and U.S. Army. Armando A. Ureña holds a 1999 - 2001 MBA in Investment Management @ Thunderbird School of Global Management. With a robust skill set that includes Annuities, Asset Allocation, Financial Advisory, Fixed Income Strategies, Insurance and more. Armando A. Ureña has 1 emails on RocketReach.
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