Jaydee Villaflor Email & Phone Number
Relationship Manager @ Bell Investment Advisors
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Jaydee Villaflor Location
- California, United States
Jaydee Villaflor Work
- Relationship Manager @ (July 2020 - Present)
- Client Services Assistant @ (March 2020 - July 2020)
- Senior Operations Coordinator @ (January 2016 - November 2019)
- Analyst @ (September 2008 - January 2016)
- Analyst @ Lehman Brothers (October 2000 - September 2008)
Jaydee Villaflor Education
- Mercy High School, San Francisco
High School Diploma (General Studies)
1992-1996 - Computer Learning Center
Associate's degree (Computer Systems Networking and Telecommunications)
1998
Jaydee Villaflor Skills
- Data Analysis
- Collaborative Problem Solving
- Leadership
- Teamwork
- Communication
- Time Management
- Orion
- SalesForce
- Microsoft Office
- Organization Skills
- Analytical Skills
- Asset Management
- Financial Services
- Equity Research
- Investments
- Portfolio Management
- Series 7
- Trading
Jaydee Villaflor Summary
- Jaydee Villaflor, based in California, United States, is currently a Relationship Manager at Bell Investment Advisors. Jaydee Villaflor brings experience from previous roles at BTR Capital Management, Destination Wealth Management, Barclays and Lehman Brothers. Jaydee Villaflor holds a 1992 - 1996 High School Diploma in General Studies @ Mercy High School, San Francisco. With a robust skill set that includes Data Analysis, Collaborative Problem Solving, Leadership, Teamwork, Communication and more. Jaydee Villaflor has 3 emails and 4 mobile phone numbers on RocketReach.
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