Gil Rubio Email & Phone Number
Financial Advisor @ Raymond James
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Gil Rubio Location
- Miami, FL, US
Gil Rubio Work
- 2021 -now Financial Advisor @
- 2015 -2021 Financial Advisor, PIM Portfolio Manager @ Wells Fargo Advisors
- 2003 -2015 Wealth Management Advisor and Special Needs Advisor @
- 2002 -2003 Financial Advisor @
- 1999 -2002 President @
- 1996 -1998 VicePresident @ Garban Corporate Securities
- 1994 -1996 VicePresident @ Chapdelaine & Co.
- 1985 -1994 VicePresident @ First National Bank of Chicago
- 1985 -1985 Programer @
Gil Rubio Education
- University of Pennsylvania - The Wharton School
CIMA (Finance and Financial Management Services)
2016-2016 - DePaul University
MBA (Finance)
1989-1991 - Villanova University
BS (Economics)
1980-1984
Gil Rubio Skills
- Hedge Funds
- Mutual Funds
- Securities
- Cfp
- Investment Management
- Asset Allocation
- Retirement Planning
- Series 7
- ETFs
- Financial Advisory
- Wealth Management
- Wealth Management Services
- Investment Strategies
- Financial Planning
- Financial Reporting
- Strategic Financial Planning
- CRPC
- Estate Planning
- Public Speaking
- Commodity
- Uniform Combined State Law
- High Net Worth Individuals
- Special Needs Trusts
- Series 65
- Portfolio Management
- Options
- Finance
- Fixed Income
- Private Banking
- Asset Management
- Alternative Investments
- Special Needs
- Certified Financial Planner
- Investment Advisory
- Emerging Markets
- Investments
- Equities
- Management
- Bonds
Gil Rubio Summary
- Gil Rubio, based in Miami, FL, US, is currently a Financial Advisor at Raymond James. Gil Rubio brings experience from previous roles at Wells Fargo Advisors, Merrill Lynch, Morgan Stanley and Summit Asset Management, S.A.. Gil Rubio holds a 2016 - 2016 CIMA in Finance and Financial Management Services @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Hedge Funds, Mutual Funds, Securities, Cfp, Investment Management and more. Gil Rubio has 1 emails and 1 mobile phone numbers on RocketReach.
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