Carlos Sanchez Email
Partner, Managing Director @ TritonPoint Partners
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Carlos Sanchez Location
- Huntington Beach, CA, US
Carlos Sanchez Work
- Partner, Managing Director @ (May 2026 - Present)
- Private Wealth Advisor @ (January 2023 - Present)
- Wealth Management Advisor @ (February 2017 - January 2023)
- Private Client Advisor @ (October 2012 - February 2017)
- Senior Financial Consultant @ (May 2009 - October 2012)
- Senior Financial Consultant @ Wamu Investments, Inc. (July 1997 - May 2009)
Carlos Sanchez Education
- California State University-Long Beach
Bachelor's degree (Finance and Financial Management Services)
1980-1985
Carlos Sanchez Summary
- Carlos Sanchez, based in Huntington Beach, CA, US, is currently a Partner, Managing Director at TritonPoint Partners. Carlos Sanchez brings experience from previous roles at Biechele Royce Advisors, Inc., U.S. Bancorp Investments, Inc., J.P. Morgan Securities LLC and CHASE INVESTMENT SERVICES CORP.. Carlos Sanchez holds a 1980 - 1985 Bachelor's degree in Finance and Financial Management Services @ California State University-Long Beach. Carlos Sanchez has 2 emails on RocketReach.
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