Joaquin Gonzalez Email & Phone Number
Sr. Wealth Advisor @ Citigroup
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Joaquin Gonzalez Location
- Miami, FL, US
Joaquin Gonzalez Work
- Sr. Wealth Advisor @ (April 2024 - Present)
- AVP - Wealth Advisor @ (March 2022 - April 2024)
- Assistant Vice President - Wealth Relationship Manager @ (October 2020 - April 2022)
- Citigold Relationship Manager @ (July 2019 - October 2020)
- Citigold Relationship Manager @ (August 2017 - July 2019)
- AVP, Chase Private Client Banker and Manager on Duty (MOD) at Key Biscayne, FL @ J.P. Morgan Chase Bank, N.A. (July 2014 - August 2017)
- Chase Private Client Banker in Brickell, Miami @ J.P. Morgan Chase Bank, N.A. (June 2012 - July 2014)
- Relationship Banker @ JPMorgan Chase Bank, N.A. (September 2010 - June 2012)
- Personal Banker @ JPMorgan Chase Bank, N.A. (May 2009 - September 2010)
Joaquin Gonzalez Education
- Florida International University - College of Business
Bachelor's Degree (Finance)
2007-2009
Joaquin Gonzalez Skills
- Health Insurance
- Life Insurance
- Variable Annuities
- Series 6
- Series 63
- 2-14
- 2-40
- Hold Series 7
- Series 66
- Customer Service
- Sales
- Banking
- Leadership
- Finance
- Strategic Planning
- Financial Services
- Investments
- Portfolio Management
- Mortgage Lending
- Insurance
- Loans
- Marketing
- Retail Banking
- Wealth Management
Joaquin Gonzalez Summary
- Joaquin Gonzalez, based in Miami, FL, US, is currently a Sr. Wealth Advisor at Citigroup. Joaquin Gonzalez brings experience from previous roles at Citi. Joaquin Gonzalez holds a 2007 - 2009 Bachelor's Degree in Finance @ Florida International University - College of Business. With a robust skill set that includes Health Insurance, Life Insurance, Variable Annuities, Series 6, Series 63 and more. Joaquin Gonzalez has 2 emails and 1 mobile phone numbers on RocketReach.
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