Omar C. Location
United States
Omar C. Work
- 2026 - now Financial Advisor @ Wealth Enhancement Group
- 2023 - 2026 Senior Vice President | Wealth Management Advisor @ Merrill Lynch
- 2020 - 2023 Director | Senior Private Wealth Advisor @ Union Bank. Out Sourcing Staff.(In Solution Globle Private Limited
- 2019 - 2020 Consultant @ Advanced Product Quality Planning (APQP)
- 2017 - 2019 Market President @ First Western Trust
- 2012 - 2017 Senior Vice President | Private Wealth Advisor @ US Bank Private Bank
- 2009 - 2012 Senior Vice President | Wealth Advisor @ Wells Fargo Private Bank
- 2002 - 2009 Senior Vice President | Senior Private Banker @ Citi Private Bank
- 2002 - 2002 Financial Advisor @ UBS Group AG
- 2000 - 2002 Financial Advisor @ Goldman Sachs
Omar C. Education
- IE Business School
- Stanford University
Bachelor of Arts (BA) (Economics)
Omar C. Skills
- Alternative Investments
- Leadership
- Financial Advisory
- Cash Management
- Banking
- Insurance
- Retirement Planning
- Sales
- Wealth Management Services
- Brokerage
Omar C. Summary
Omar C., based in United States, is currently a Financial Advisor at Wealth Enhancement. Omar C. brings experience from previous roles at Merrill Lynch Wealth Management, Union Bank Private Bank, Quality Planning and First Western Trust. Omar C. holds a IE Business School. With a robust skill set that includes Alternative Investments, Leadership, Financial Advisory, Cash Management, Banking and more. Omar C. has 4 emails and 2 mobile phone numbers on RocketReach.
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