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Jamil Abdullah Location
Los Angeles, CA, US
Jamil Abdullah Work
Financial Planner @ (September 2022 - Present)
Associate Planner @ (September 2022 - September 2023)
Portfolio Manager @ (May 2021 - October 2022)
Portfolio Manager @ (March 2019 - May 2021)
Client Service Associate @ (August 2015 - March 2019)
Licensed Relationship Banker @ (April 2011 - August 2015)
In-Store Banker and Branch Marketing Coordinator @ (April 2009 - April 2011)
Jamil Abdullah Education
UC Santa Barbara
Bachelor’s Degree (Middle Eastern Studies)
2009
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 @ UC Santa Barbara. With a robust skill set that includes Finance, Portfolio Management, Customer Relationship Management (CRM), Marketing, Financial Services and more. Jamil Abdullah has 3 emails and 1 mobile phone numbers on RocketReach.
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