Miguel O'Hara's Location
Walnut Creek, CA, US
Miguel O'Hara's Work
- Vice President, Financial Consultant @ Charles Schwab
- Vice President - Investments, Private Client Advisor @ J.P. Morgan
- Private Banker @ Wells Fargo
- Financial Advisor @ Morgan Stanley
- Private Banker @ Wells Fargo
- Business Banking Specialist and Assistant Manager and Brokerage Associate @ Wells Fargo
- Sr. Credit Manager @ Wells Fargo Financial
- Leasing Consultant @ AvalonBay Communities
- Front Office Supervisor @ Claremont Resort & Spa
Miguel O'Hara's Education
- San Francisco State University
Master of Business Administration (MBA) (Finance)
- University of California, Davis
Bachelor of Arts (B.A.) (International Relations and Affairs)
Miguel O'Hara's Skills
- Wealth Management
- Portfolio Management
- Investment Banking
- QROPS
- Commercial Banking
- Hotel Management
- Series 6
- Series 63
- Gestione degli asset
- Superannuation
Miguel O'Hara's Summary
Miguel O'Hara, based in Walnut Creek, CA, US, is currently a Vice President, Financial Consultant at Charles Schwab, bringing experience from previous roles at J.P. Morgan Chase Bank, N.A., Wells Fargo and Morgan Stanley. Miguel O'Hara holds a Master of Business Administration (MBA) in Finance @ San Francisco State University. With a robust skill set that includes Wealth Management, Portfolio Management, Investment Banking, QROPS, Commercial Banking and more, Miguel O'Hara contributes valuable insights to the industry. Miguel O'Hara has 3 emails and 1 mobile phone number on RocketReach.
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