Jose Vidal Email & Phone Number

Senior Vice President - Wealth Management @ Insigneo

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Jose Vidal's Location

Miami, FL, US

Jose Vidal's Work

Senior Vice President - Wealth Management @ Insigneo
Associate Vice President - Investments @ Wells Fargo
Financial Advisor @ Merrill Lynch

Jose Vidal's Education

Florida State University - College of Business
Certificate in Financial Planning
2005 - 2007
Merrill Lynch University
Financial Advisor & Certified Financial Manager - PDP/School of Advanced Financial Management (Wealth Managment Program)
1998 - 1999
Florida International University
Bachelor of Business Administration (BBA) (Finance and International Business)
1992 - 1995

Miami Dade College
Associate of Arts (AA) (Business Administration and Management, General)
1989 - 1991

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Jose Vidal's Skills

Investments
Finance
Retirement Planning

Retirement
Financial Analysis
Securities
Asset Allocation
Financial Services
Mutual Funds
Risk Management

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Jose Vidal's Summary

Jose Vidal, based in Miami, FL, US, is currently a Senior Vice President - Wealth Management at Insigneo, bringing experience from previous roles at Wells Fargo Advisors and Merrill Lynch. Jose Vidal holds a 2005 - 2007 Certificate in Financial Planning @ Florida State University - College of Business. With a robust skill set that includes Investments, Finance, Retirement Planning, Retirement, Financial Analysis and more, Jose Vidal contributes valuable insights to the industry. Jose Vidal has 3 emails on RocketReach.

Jose Vidal Email Address

Found 3 email address listings:

Jose Vidal Phone Number

Found 3 phone numbers:

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