Fernando Rivera Email & Phone Number
Senior Financial Advisor @ Wells Fargo Advisors
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Fernando Rivera Location
- Metuchen, NJ, US
Fernando Rivera Work
- 2024 -now Senior Financial Advisor @
- 2019 -2024 Merrill Financial Solutions Advisor @ Merrill Lynch Wealth Management
- 2018 -2019 Financial Risk Analyst @ Deutsche Bank Wealth Management
- 2017 -2018 Financial Services Representative @
- 2012 -2017 Global Wealth Investment Management Operations Manager @
- 2011 -2012 Financial Advisor Trainee @
- 2001 -2011 VP Agency Lending @ Wells Fargo Bank
- 2001 -2008 Vice President Agency Lending @ A.G. Edwards & Sons, Inc.
Fernando Rivera Education
- New York University
Bachelor's Degree
Fernando Rivera Skills
- Client Services
- Loanet
- Institutional
- Trust Services
- Swift
- Venues
- Communication
- Settlement
- Financial Services
- Partnerships
- Bloomberg
- Bonds
- Art
- Financial Transactions
- Exceptions
- Asset Management
- Positions Held
- International
- Acquisition Integration
- Cultivation
- Compliance
- Brokerage
- Variable
- Options
- Revenue
- Traders
- Clearing
- SWIFT payments
- Reviews
- Net
- Trust
- Short Hills
- Internal Audit
- Accounting
- History
- Project Management
- Credentials
- Specifications
- Analytical Skills
- Utilization
- Middle Office
- Wealth Management
- Brokers
- Rainmaker
- Series 7
- Strategic Partnerships
- Stocks
- Financial Risk
- Encompass
- Keys
- Corporate Bonds
- Trading
- Dealer Relationships
- Settlements
- Operations
- DTC
- Security
- Reconciliation
- Customer Service
- Recognition Awards
- Collateral
- Euroclear
- Commercial Paper
- Manhattan
- Alternative Investments
- New York
- Ing
- Lender
- Aptitude
- Trading Desk
- Balance
- Back Office
- Interdisciplinary Teaching
- Wells Fargo
- Customer Satisfaction
- Streamline
- Treasury
- Sop
- Retail
- Sales
- Government
- Market
- Operational Excellence
- Short Term
- Counterparty
- Monitors
- Accountability
- Infrastructure
- Pensions
- Investments
- Team Management
- Attainment
- Guidelines
- Risk Management
- Diverse Groups
- Education
- Portfolio
- System Monitoring
- Cash Management
- Contractual Agreements
- Recalls
- Interfacing
- Series 66
- Computer Proficiency
- Portfolio Management
- Pension Funds
- Excess
- Strategic Business
- Account Reconciliation
- Investors
- Trade Execution
- Advertising Agency
- Financial Risk Management
- Problem Solving
- Rate
- Operational Risk
- Credit
- Asset
- Business Knowledge
- Management
- Finance
- Life Insurance
- Fixed Income
- Custodians
- Mutual Funds
- Loans
- Instructions
- Investment Management
- Equities
- Investment Banking
- Economics
- Legal Writing
- Private Banking
- Securities
- Treasury Management
- Banking
- Private Clients
- Retirement Planning
- Cash
- Level 1
- Cross Functional Team Leadership
- Execution
- Dealers
- Equity
- Securities Lending
- Reports
- PMP
- Risk
- Contractual
- Critical Thinking
- Repossessions
- Cultivate
- Global Thinker
- Cold Calling
- Customer Support
- Regulatory Compliance
- Standard Operating Procedure Sop
- Original Thinker
- Auditing
- Procedure Development
- Qualifying Prospects
- Prospecting Skills
- Procedure Creation
- Microsoft PowerPoint
- Client Liaison
- Team Leadership
- Risk Analysis
- Microsoft Excel
- Operational Risk Management
- Teamwork
- Research
- Sales Prospecting
- Risk Assessment
- Marketing
- Business Process Improvement
- Client Relations
- Client Counseling
- Procedure Manuals
- Influential Communicator
- Team Motivation
- Standard Operating Procedure
Fernando Rivera Summary
- Fernando Rivera, based in Metuchen, NJ, US, is currently a Senior Financial Advisor at Wells Fargo Advisors. Fernando Rivera brings experience from previous roles at Merrill Lynch Wealth Management, Deutsche Bank Wealth Management, Foresters Financial Services and Bank of America. Fernando Rivera holds a Bachelor's Degree @ New York University. With a robust skill set that includes Client Services, Loanet, Institutional, Trust Services, Swift and more. Fernando Rivera has 2 mobile phone numbers on RocketReach.
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