Luis Beltran Email & Phone Number
Private Client Banker -Assistant Vice President @ Watson Foundation
Luis Beltran's Location
San Diego, CA, US
Luis Beltran's Work
- Private Client Banker -Assistant Vice President @ Watson Foundation
- Company Owner @ properbnbs
- Private Client Banker @ JPMorgan Chase Bank N. A.
- Financial Advisor @ J.P. Morgan
- Personal Banker Registered @ Wells Fargo
Luis Beltran's Education
- College of the Desert
Associate's degree
Luis Beltran's Skills
- Financial Advisory
- Banking
- Financial Planning
- Loan Origination
- Portfolio Management
- Investments
- Financial Risk
- Mortgage Lending
- Credit Risk
- Finance
Luis Beltran's Summary
Luis Beltran, based in San Diego, CA, US, is currently a Private Client Banker -Assistant Vice President at JPMorgan Chase Bank, N.A., bringing experience from previous roles at properbnbs, JPMorgan Chase Bank N. A., J.P. Morgan and Wells Fargo. Luis Beltran holds a Associate's degree @ College of the Desert. With a robust skill set that includes Financial Advisory, Banking, Financial Planning, Loan Origination, Portfolio Management and more, Luis Beltran contributes valuable insights to the industry.
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