Omar C. Email & Phone Number
Financial Advisor @ Wealth Enhancement Group
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Omar C. Location
- United States
Omar C. Work
- 2026 -now Financial Advisor @
- 2023 -2026 Senior Vice President | Wealth Management Advisor @
- 2020 -2023 Director | Senior Private Wealth Advisor @
- 2019 -2020 Consultant @
- 2017 -2019 Market President @
- 2012 -2017 Senior Vice President | Private Wealth Advisor @ US Bank Private Bank
- 2009 -2012 Senior Vice President | Wealth Advisor @
- 2002 -2009 Senior Vice President | Senior Private Banker @
- 2002 -2002 Financial Advisor @
- 2000 -2002 Financial Advisor @
- 1998 -2000 Assistant Vice President | Portfolio Manager @
- 1996 -1998 Personal Banking Officer @
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
- 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 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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