Connie P. Email & Phone Number
Vice President, Financial Solutions Advisor @ Merrill Lynch
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Connie P. Location
- Irvine, CA, US
Connie P. Work
- 2018 -now Vice President, Financial Solutions Advisor @
- 2016 -2018 Assistant Vice President, Financial Solutions Advisor @
- 2015 -2015 Supervisor @
- 2014 -2015 Financial Advisor @
- 2013 -2013 Sales, Marketing, and PR Assistant @
- 2012 -2013 Fundraising Chair @
Connie P. Education
- College for Financial Planning
Chartered Retirement Planning Counselor
2021-2021 - University of California, Irvine
Bachelor of Arts (BA) (Business Economics)
2010-2013 - University of California, Irvine - The Paul Merage School of Business
(Minor in Management)
2012-2013
Connie P. Summary
- Connie P., based in Irvine, CA, US, is currently a Vice President, Financial Solutions Advisor at Merrill Lynch. Connie P. brings experience from previous roles at Merrill Lynch, Independent Capital Management, SagePoint Financial and Saddleback Eye Center. Connie P. holds a 2021 - 2021 Chartered Retirement Planning Counselor @ College for Financial Planning. Connie P. has 2 emails and 1 mobile phone numbers on RocketReach.
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