Joaquin Gonzalez Email & Phone Number
Sr. Wealth Advisor @ Citigroup
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Joaquin Gonzalez Location
- Miami, FL, US
Joaquin Gonzalez Work
- 2024 -now Sr. Wealth Advisor @
- 2022 -2024 AVP - Wealth Advisor @
- 2020 -2022 Assistant Vice President - Wealth Relationship Manager @
- 2019 -2020 Citigold Relationship Manager @
- 2017 -2019 Citigold Relationship Manager @
- 2014 -2017 AVP, Chase Private Client Banker and Manager on Duty (MOD) at Key Biscayne, FL @ J.P. Morgan Chase Bank, N.A.
- 2012 -2014 Chase Private Client Banker in Brickell, Miami @ J.P. Morgan Chase Bank, N.A.
- 2010 -2012 Relationship Banker @ JPMorgan Chase Bank, N.A.
- 2009 -2010 Personal Banker @ JPMorgan Chase Bank, N.A.
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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