Dalia Warren Email & Phone Number
Vice President- Financial Advisor @ Westlake Private Wealth Management
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Dalia Warren Location
- Thousand Oaks, CA, US
Dalia Warren Work
- 2024 -now Vice President- Financial Advisor @
- 2017 -2024 Financial Advisor @
- 2000 -2017 Private Banker @
- 2001 -2006 Relationship manager @
- 1999 -2000 Teller @
Dalia Warren Skills
- Investments
- Banking
- Wealth Management
- Wealth Management Services
- Series 7
- Uniform Combined State Law
- Loans
- Series 66
- Investment Advisory
- Mortgage Lending
- Private Banking
- Commercial Banking
- Asset Management
- Commercial Lending
- Credit
- Credit Analysis
- Estate Planning
- Finance
- Financial Analysis
- Financial Planners
- Fixed Annuities
- High Net Worth Individuals
- Insurance
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Small Business Lending
- Strategic Financial Planning
- Wealth
- Financial Planning
- Leadership
- Relationship Management
- Strategic Planning
- Microsoft Word
- Financial Reporting
- Investment Planning
Dalia Warren Summary
- Dalia Warren, based in Thousand Oaks, CA, US, is currently a Vice President- Financial Advisor at Westlake Private Wealth Management. Dalia Warren brings experience from previous roles at Wells Fargo Advisors, Wells Fargo Bank and Bank of America. With a robust skill set that includes Investments, Banking, Wealth Management, Wealth Management Services, Series 7 and more. Dalia Warren has 2 emails and 1 mobile phone numbers on RocketReach.
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