Erick Montiel's Location
Irvine, CA, US
Erick Montiel's Work
- Director - Annuity Solutions @ Independent Financial Group, LLC
- Insured Solutions Director @ Morgan Stanley
- Divisional Vice President @ AIG
- Regional Vice President @ Nationwide
- Regional Vice President @ Prudential Financial
- Director Financial Analysis @ AXA Distributors, LLC
Erick Montiel's Education
- University of California, Berkeley
Bachelor's degree (Economics)
1993 - 1998 - University of California, Berkeley
Bachelor's degree (Biochemistry and Molecular Biology)
1993 - 1998
Erick Montiel's Skills
- Series 7
- Series 63
- Variable Annuities
- Mutual Funds
- Fixed Annuities
- Wholesale
- Sales Management
- Sales Presentations
- Investment Advisory
- Investment Strategies
Erick Montiel's Summary
Erick Montiel, based in Irvine, CA, US, is currently a Director - Annuity Solutions at Independent Financial Group, LLC, bringing experience from previous roles at Morgan Stanley, AIG, Nationwide Insurance and Prudential Financial. Erick Montiel holds a 1993 - 1998 Bachelor's degree in Economics @ University of California, Berkeley. With a robust skill set that includes Series 7, Series 63, Variable Annuities, Mutual Funds, Fixed Annuities and more, Erick Montiel contributes valuable insights to the industry. Erick Montiel has 1 email on RocketReach.
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