Jose Chavez Email & Phone Number
Financial Advisor @ Rosselot Financial Group
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Jose Chavez Location
- Cincinnati, OH, US
Jose Chavez Work
- Financial Advisor @ (January 2016 - Present)
- AVP - Associate Relationship Manager @ (April 2012 - January 2016)
- Financial Advisor @ (July 2003 - April 2012)
Jose Chavez Education
- Xavier University
Bachelor of Arts (Communications)
- Summit Country Day
Jose Chavez Skills
- Wealth Management
- Risk Management
- Investments
- Asset Allocation
- Portfolio Management
- Securities
- Financial Analysis
- 401k
- Series 7
- Financial Services
- Relationship Building
- Needs Assessment
- Negotiation
- Presentation Skills
- Cross Selling
- Management
- Leadership
- 401(k) Retirement Savings Plans
- Finance
- Microsoft Office
- Microsoft Word
- Customer Service
- 401 Retirement Savings Plans
Jose Chavez Summary
- Jose Chavez, based in Cincinnati, OH, US, is currently a Financial Advisor at Rosselot Financial Group. Jose Chavez brings experience from previous roles at PNC Wealth Management and Fidelity Investments. Jose Chavez holds a Bachelor of Arts in Communications @ Xavier University. With a robust skill set that includes Wealth Management, Risk Management, Investments, Asset Allocation, Portfolio Management and more. Jose Chavez has 2 emails and 2 mobile phone numbers on RocketReach.
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