Armando A. Ureña Email & Phone Number
Senior Partner and Managing Director - Snowden Lane Partners @ Snowden Lane Partners
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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 @ (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
- Wealth Management
- Portfolio Management
- Asset Allocation
- Series 7
- Investment Advisory
- Securities
- Alternative Investments
- Mutual Funds
- Series 63
- Fixed Income
- Wealth Management Services
- Investment Strategies
- Equities
- Capital Markets
- Hedge Funds
- Bonds
- Asset Managment
- ETFs
- Investments
- Fixed Income Strategies
- Annuities
- Financial Advisory
- Multigenerational Wealth Planning
- Customer Service
- Project Management
- Strategic Planning
- Insurance
- Wealth Preservation Planning
- Strategic Financial Planning
- Retirement 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 Wealth Management, Portfolio Management, Asset Allocation, Series 7, Investment Advisory and more. Armando A. Ureña has 1 emails on RocketReach.
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