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Omar C. Location
United States
Omar C. Work
Financial Advisor @ (February 2026 - Present)
Senior Vice President | Wealth Management Advisor @ (January 2023 - February 2026)
Director | Senior Private Wealth Advisor @ (June 2020 - January 2023)
Consultant @ (September 2019 - June 2020)
Market President @ (June 2017 - September 2019)
Omar C. Education
IE Business School
Master of Business Administration - MBA
2014
Stanford University
Bachelor's degree (Economics)
1995
Omar C. Skills
Alternative Investments
Leadership
Financial Advisory
Cash Management
Banking
Insurance
Retirement Planning
Sales
Wealth Management Services
Brokerage
Life And Health Agent
Portfolio Management
Capital Markets
Derivatives
Investments
Business Development
Mortgage Lending
Finance
App
Series 66
Investment Advisory
Financial Services
Equities
Wealth Management
Mutual Funds
Uniform Combined State Law
Investment Strategies
Fernsehen
Risk Management
Asset Management
Marketing
Credit
Online
Trading
Private Banking
Retirement
Loans
Series 7
Hedging
Medien
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 Master of Business Administration - MBA @ IE Business School. With a robust skill set that includes Alternative Investments, Leadership, Financial Advisory, Cash Management, Banking and more. Omar C. has 3 emails and 2 mobile phone numbers on RocketReach.
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