Hari Gonzalez Email & Phone Number
Vice President of Investments, Private Client Advisor @ J.P. Morgan Wealth Management
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Hari Gonzalez Location
- United States
Hari Gonzalez Work
- Vice President of Investments, Private Client Advisor @ (April 2021 - Present)
- Financial Advisor @ (March 2018 - March 2021)
- Personal Banker, Small Business Advocate @ (July 2014 - March 2018)
Hari Gonzalez Education
- City University of Seattle
Master of Business Administration (Finance)
2014-2016 - San Diego State University
Bachelor of Arts (Economics)
2006-2011 - The American College of Financial Services
Wealth Management Certified Professional
2023
Hari Gonzalez Skills
- Microsoft Office
- Strategic Financial Planning
- Financial Reporting
- Management
- Social Media
- Inventory Management
- Microsoft Excel
- Market Research
- Research
- Store Management
- Economics
- Money Management
- Customer Service
- Financial Analysis
- Retail
- Sales
- Leadership
- Business Management
- Sales and Marketing
- Customized Wealth Planning
- Merchandising
- Goals Based Asset Management
- Event Planning
- Benefit Plan Administation
- Financial Advising
Hari Gonzalez Summary
- Hari Gonzalez, based in United States, is currently a Vice President of Investments, Private Client Advisor at J.P. Morgan Wealth Management. Hari Gonzalez brings experience from previous roles at Merrill Lynch and Wells Fargo. Hari Gonzalez holds a 2014 - 2016 Master of Business Administration in Finance @ City University of Seattle. With a robust skill set that includes Microsoft Office, Strategic Financial Planning, Financial Reporting, Management, Social Media and more. Hari Gonzalez has 5 emails and 2 mobile phone numbers on RocketReach.
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