Jamil Abdullah Email & Phone Number
Financial Planner @ Falcon Wealth Planning, Inc.
5 free lookup(s).
Jamil Abdullah Location
- Los Angeles, CA, US
Jamil Abdullah Work
- 2022 - now Financial Planner @
- 2022 - 2023 Associate Planner @
- 2021 - 2022 Portfolio Manager @
- 2019 - 2021 Portfolio Manager @
- 2015 - 2019 Client Service Associate @
- 2011 - 2015 Licensed Relationship Banker @
- 2009 - 2011 In-Store Banker and Branch Marketing Coordinator @
Jamil Abdullah Education
- University of California, Santa Barbara
Bachelor’s Degree (Middle Eastern Studies)
2009null
Jamil Abdullah Skills
- Finance
- Portfolio Management
- Customer Relationship Management (CRM)
- Marketing
- Financial Services
- Banking
- Investments
- Sales
- Financial Analysis
- Accounting
Jamil Abdullah Summary
- Jamil Abdullah, based in Los Angeles, CA, US, is currently a Financial Planner at Falcon Wealth Planning, Inc.. Jamil Abdullah brings experience from previous roles at Falcon Wealth Planning, Inc., VANCE WEALTH and Edelman Financial Engines. Jamil Abdullah holds a Bachelor’s Degree in Middle Eastern Studies @ University of California, Santa Barbara. With a robust skill set that includes Finance, Portfolio Management, Customer Relationship Management (CRM), Marketing, Financial Services and more. Jamil Abdullah has 4 emails on RocketReach.
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Top Falcon Wealth Planning, Inc. Employees
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Los Angeles, CA, US
Michael Caster
Financial Planner
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Min Song
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Jennifer Reyes
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Ray Bartolome
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Christopher Carreon
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Rachel Vonbank
Chief Compliance Officer
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Shereen de Assuncao
Human Resources Specialist
Plymouth, MA, US
Kenneth Vendley
Regional Director
Ladera Ranch, CA, US
Raymond Sicard
Certified Financial Planner
Boston, MA, US
Earl Harris
Client Ambassador Falcon Wealth Planning
Ontario, CA, US
Ryan Perry
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Mariah Valerin
Director of Advisory Services
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Michelle Abousoliman
Director of Operations
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