Diego Cortez Email & Phone Number
Financial Advisor @ LPL Financial
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Diego Cortez Location
- United States
Diego Cortez Work
- Financial Advisor @ (August 2016 - Present)
- Corporal of Marines @ (May 2008 - May 2012)
Diego Cortez Education
- California State University - Long Beach
Bachelor of Science (Finance)
2016-2017 - Long Beach City College
Associates (Business Administration)
2012-2015
Diego Cortez Skills
- Pensions
- 401k Retirement Savings Plans
- Easily Adaptable
- Business Cycle Analysis
- Series 7
- Management
- Analytical Reasoning
- Business Statistics
- Morningstar
- Mutual Funds
- Military Operations
- Military Leadership
- RF troubleshooting
- Risk Analysis
- Financial Analysis
- Accounting
- Forecasting and Planning
- Portfolio Construction
- Social Security
- Investment Strategies
- Series 66
- Sales
- Contract Negotiation
- Retirement Planning
- Research
- Quality Management
- Secret Security Clearance
- Asset Allocation
- Security Clearance
- Social Media
- Microsoft Word
- Computer Network Operations
- Marketing
- Operational Planning
- Training
- Fixed Income
- Equities
- 401 Retirement Savings Plans
Diego Cortez Summary
- Diego Cortez, based in United States, is currently a Financial Advisor at LPL Financial. Diego Cortez brings experience from previous roles at United States Marine Corps. Diego Cortez holds a 2016 - 2017 Bachelor of Science in Finance @ California State University - Long Beach. With a robust skill set that includes Pensions, 401k Retirement Savings Plans, Easily Adaptable, Business Cycle Analysis, Series 7 and more. Diego Cortez has 1 mobile phone numbers on RocketReach.
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