James Munoz Email & Phone Number
Advisor Development Program Financial Solutions Advisor @ Merrill Lynch
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James Munoz Location
- Denver, CO, US
James Munoz Work
- Advisor Development Program Financial Solutions Advisor @ (June 2025 - Present)
- Client Services Manager @ (June 2024 - June 2025)
- Investment Solutions Associate @ (November 2022 - November 2023)
- Client Support Associate @ (May 2021 - November 2022)
- Financial Services Consultant @ (July 2018 - May 2021)
- College Financial Representative @ (September 2017 - November 2017)
- Senator @ Associated Students of the University of Wyoming (April 2016 - April 2017)
James Munoz Education
- The University of Kansas 2023-2024
- University of Wyoming
Bachelor's of Science (Finance, General)
2014-2018
James Munoz Summary
- James Munoz, based in Denver, CO, US, is currently a Advisor Development Program Financial Solutions Advisor at Merrill Lynch. James Munoz brings experience from previous roles at Colorado Retirement Association, Cetera Financial Group and TIAA. James Munoz holds a 2023 - 2024 The University of Kansas. James Munoz has 1 mobile phone numbers on RocketReach.
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