2025 -now Advisor Development Program Financial Solutions Advisor @
2024 -2025 Client Services Manager @
2022 -2023 Investment Solutions Associate @
2021 -2022 Client Support Associate @
2018 -2021 Financial Services Consultant @
2017 -2017 College Financial Representative @
2016 -2017 Senator @ Associated Students of the University of Wyoming
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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