2022 -now Vice President Custody Solutions at Axos Advisor Services @
2002 -2022 Vice President Institutional Sales @
2002 -2022 Vice President Institutional Sales @
1992 -2002 Vice President Institutional @
Eli Suarez Education
Texas A & M Corpus Christi
Eli Suarez Skills
Investments
Series 63
Institutional Sales
Marketing
Investment Advisory
Alternative Investments
Series 7
Securities
Portfolio Management
Series 24
Asset Allocation
Wealth Management
Risk Management
ETFs
Asset Management
FINRA
Equities
Fixed Income
Institutional
Mutual Funds
Account Management
Project Management
Management
Team Building
Business Development
Investment Management
Eli Suarez Summary
Eli Suarez, based in San Antonio, TX, US, is currently a Vice President Custody Solutions at Axos Advisor Services at Axos Advisor Services. Eli Suarez brings experience from previous roles at TD Ameritrade, TD Ameritrade Institutional and U.S. Global Investors. Eli Suarez holds a Texas A & M Corpus Christi. With a robust skill set that includes Investments, Series 63, Institutional Sales, Marketing, Investment Advisory and more. Eli Suarez has 2 emails and 1 mobile phone numbers on RocketReach.
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