Leo Rivera Email & Phone Number
Internal Wholesaler @ OneAmerica
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Leo Rivera Location
- San Diego, CA, US
Leo Rivera Work
- Internal Wholesaler @ (June 2021 - Present)
- Internal Product Consultant @ (September 2016 - June 2021)
- Associate Service Consultant @ (June 2010 - September 2016)
Leo Rivera Education
- California State University San Marcos
Bachelor’s Degree (Marketing)
Leo Rivera Skills
- Equities
- Portfolio Management
- FINRA
- Series 63
- Investment Strategies
- Investments
- Risk Management
- Training
- Finance
- Retirement
- Series 65
- Financial Services
- Retirement Planning
- Wealth Management
- Investment Brokerage
- Mutual Funds
- Series 7
Leo Rivera Summary
- Leo Rivera, based in San Diego, CA, US, is currently a Internal Wholesaler at OneAmerica. Leo Rivera brings experience from previous roles at LPL Financial. Leo Rivera holds a Bachelor’s Degree in Marketing @ California State University San Marcos. With a robust skill set that includes Equities, Portfolio Management, FINRA, Series 63, Investment Strategies and more. Leo Rivera has 1 emails and 1 mobile phone numbers on RocketReach.
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