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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)
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 @ 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 3 emails and 1 mobile phone numbers on RocketReach.
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