Felipe Medina Email & Phone Number
Senior Vice President Financial Advisor @ IHT Wealth Management
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Felipe Medina Location
- Phoenix, AZ, US
Felipe Medina Work
- Senior Vice President Financial Advisor @ (June 2018 - Present)
- Financial Advisor @ (November 2011 - January 2013)
- Financial Consultant @ (January 2013 - June 2018)
Felipe Medina Education
- Arizona State University
Business (Business)
2000-2004 - The American College of Financial Services
CFP
Felipe Medina Skills
- Financial Advisory
- Team Building
- Public Speaking
- Accounting
- Retirement Planning
- Account Management
- Sales
- Financial Planning
- Investments
- Negotiation
- Finance
- Strategic Planning
- Wealth Management
- Mutual Funds
- Microsoft Office
- New Business Development
- Training
- Customer Service
- Financial Analysis
- Budgets
- Management
- Project Management
Felipe Medina Summary
- Felipe Medina, based in Phoenix, AZ, US, is currently a Senior Vice President Financial Advisor at IHT Wealth Management. Felipe Medina brings experience from previous roles at Merrill Lynch and Fidelity Investments. Felipe Medina holds a 2000 - 2004 Business in Business @ Arizona State University. With a robust skill set that includes Financial Advisory, Team Building, Public Speaking, Accounting, Retirement Planning and more. Felipe Medina has 2 emails and 1 mobile phone numbers on RocketReach.
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