Jose Monreal Email & Phone Number
Partner @ Mission Wealth
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Jose Monreal Location
- Dallas, TX, US
Jose Monreal Work
- Partner @ (December 2024 - Present)
- Senior Wealth Advisor @ (July 2023 - December 2024)
- Wealth Advisor @ (December 2021 - July 2023)
- Senior Wealth Advisor Associate @ (September 2020 - December 2021)
- Financial Planner @ (September 2019 - August 2020)
- Financial Professional at Prudential Financial @ (January 2019 - September 2019)
- Financial Professional Associate at Prudential Financial @ (November 2017 - January 2019)
Jose Monreal Education
- University of California, Riverside
Bachelor of Business Administration - BS (Finance)
- The American College of Financial Services
RICP® (Retirement Income Certified Professional®)
- College for Financial Planning
CFP® (Certified Financial Planner™)
- Petaluma High School
High School Diploma
Jose Monreal Skills
- Investment Clients
- Wealth Management
- Relationship Building
- Client Onboarding
- Salesforce
- National Financial Services (NFS)
- Retirement Planning
- Financial Services
- Client Services
- Microsoft Office
- Marketing
- Morningstar
- Envestnet
- Financial Planning
- Fidelity Custodial Platform (NFS)
- Tamarac
- Wealthscape
- Microsoft Outlook
- Stock & Mutual Fund Trade Entry
- eMoney
- Concentrated Stock Management
- Fidelity Custodial Platform (NFS)
- Fidelity Wealth Advisor Solutions (WAS)
- Hidden Levers
- Money Guide Pro
- Stock & Mutual Fund Trade Entry
Jose Monreal Summary
- Jose Monreal, based in Dallas, TX, US, is currently a Partner at Mission Wealth. Jose Monreal brings experience from previous roles at Mission Wealth and Prudential Financial. Jose Monreal holds a Bachelor of Business Administration - BS in Finance @ University of California, Riverside. With a robust skill set that includes Investment Clients, Wealth Management, Relationship Building, Client Onboarding, Salesforce and more. Jose Monreal has 2 emails and 2 mobile phone numbers on RocketReach.
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