2018 -
2021 Private Client Advisor @ J.P. Morgan Chase Bank N.A.
2015 -
2018 VP Senior Financial Advisor @
2014 -
2015 VP Financial Advisor @
2011 -
2014 Financial Solutions Advisor @
2010 -
2011 Financial Advisor @
2005 -
2010 Business Manager @ Treon, Inc.
2001 -
2005 Vice President for Administration @ Southwestern University
Inez Aznar Education
Golden Gate University 2000
-
2001
University of California, Berkeley 1999
-
2000
Southwestern University (PH) 1994
-
1999
Inez Aznar Skills
Project Management
Redundancies
Strategic Marketing
Nursing
Financial Planning
Linux
Zoo
Enterprise Software
Strategies
Business Services
Uniform Combined State Law
Start Ups
Volunteering
Security
Retirement Planning
Berkeley
Google Groups
Investment Advisory
Wealth Management
Books
Strategic Financial Planning
Sales
Series 66
Financial Reporting
Inspiration
Entrepreneurship
Securities
Series 63
Mutual Funds
Enrollment Services
Portfolio Management
CRM
College Education Planning
Human Resources
Financial Accounting
Natural Resources
Accounting
SaaS
Analysis
Solution
Software
Order Fulfillment
Programming
Asset Management
Financial Advisory
Affluent
Marketing
Financial Analysis
Event Management
ERP
Community Service
Management
Series 7
Philippines
Nasd
Training
Relationship Management
Education
Campaigns
Project
Variable
Financial Services
Business Analysis
Insurance
Commerce
Asset Allocation
Mergers and Acquisitions
FINRA
Open Source
GoldenGate
San Francisco
Branding
Leadership
Networking
Customer Service
Finance
Revenue
LinkedIn
Financial Goals
Merrill Lynch
Policy
Banking
Insurance Planning
HR Management
Risk Management
Managerial Finance
Fixed Annuities
Financial Research
Racing
Committees
International Trade
Operations
Business Strategy
Investments
General Securities Registered Representative
Control Systems Design
Equities
Mass
Marin
Inez Aznar Summary
Inez Aznar, based in New York, NY, US, is currently a Financial Educator at Money Management Educators, Inc.. Inez Aznar brings experience from previous roles at Eagle Strategies, LLC, NYLIFE Securities LLC, New York Life Insurance Company and Santander Investment Services. Inez Aznar holds a 2000 - 2001 Golden Gate University. With a robust skill set that includes Project Management, Redundancies, Strategic Marketing, Nursing, Financial Planning and more. Inez Aznar has 4 emails and 1 mobile phone numbers on RocketReach.
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