Director, Advisor Services @ (September 2014 - July 2021)
AVP, Senior Wealth Analyst @ (July 2013 - August 2014)
Dora Maltez Education
Rutgers University–Newark
EMBA
2007-2009
Rutgers University, New Jersey 1995-1997
Dora Maltez Skills
Equities
Investments
Mutual Funds
Asset Management
Financial Services
Series 63
Securities
Portfolio Management
Series 7
Retirement Planning
Wealth Management
PowerPoint
Customer Service
Analysis
Sales
Dora Maltez Summary
Dora Maltez, based in New York, NY, US, is currently a Territory Advisory Consultant at Prudential Advisors . Dora Maltez brings experience from previous roles at Prudential Financial and Envestnet, Inc. Dora Maltez holds a 2007 - 2009 EMBA @ Rutgers University–Newark. With a robust skill set that includes Equities, Investments, Mutual Funds, Asset Management, Financial Services and more. Dora Maltez has 1 mobile phone numbers on RocketReach.
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