Carlos Villarreal Email & Phone Number
Director - Institutional Wealth Management @ Principal Global Investors
Carlos Villarreal's Location
Chicago, IL, US
Carlos Villarreal's Work
- Director - Institutional Wealth Management @ Principal Global Investors
- Director - Exchange Traded Funds @ Principal Global Investors
- Director - Wealth Management Platforms @ Invesco Ltd.
- Vice President - Exchange Traded Funds @ Guggenheim Partners
- ETF Specialist @ Guggenheim Partners
- Investment Associate - RIA Channel @ Guggenheim Partners
- Economic Development Consultant @ Peace Corps
- Regional Sales Associate @ Claymore Securities
- Credit Manager @ Wells Fargo
Carlos Villarreal's Education
- The University of Chicago - Booth School of Business
Master of Business Administration (MBA) (Finance, Economics, Entrepreneurship)
2011 - 2014 - Augustana College
Bachelor of Arts (B.A.) (Business Administration, Finance & Management)
2001 - 2005
Carlos Villarreal's Skills
- Investments
- ETFs
- Mutual Funds
- Series 7
- Portfolio Management
- Alternative Investments
- Fixed Income
- Asset Allocation
- Financial Analysis
- Uniform Combined State Law
Carlos Villarreal's Summary
Carlos Villarreal, based in Chicago, IL, US, is currently a Director - Institutional Wealth Management at Principal Asset Management, bringing experience from previous roles at Principal Asset Management, Invesco Ltd. and Guggenheim Partners. Carlos Villarreal holds a 2011 - 2014 Master of Business Administration (MBA) in Finance, Economics, Entrepreneurship @ The University of Chicago - Booth School of Business. With a robust skill set that includes Investments, ETFs, Mutual Funds, Series 7, Portfolio Management and more, Carlos Villarreal contributes valuable insights to the industry. Carlos Villarreal has 1 email on RocketReach.
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