Omar Marquez Email & Phone Number
CEO and Founder
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Omar Marquez Location
- Portland, OR, US
Omar Marquez Work
- 2015 -now CEO and Founder @ Valda Partners LLC
- 2017 -now Founder and President @ E2I Advisors LLC
- 2009 -2015 Senior Vice President-Private Wealth Advisor @ Umpqua Investments, Inc. (Member: FINRA/SIPC)
- 2004 -2009 Senior Vice President @
- 2000 -2004 Financial Advisor @
Omar Marquez Skills
- Wealth Management
- Real Estate Advisory Services
- Estate and Trust Planning
- Strategic Financial Planning
- Investment Advisory
- Portfolio Management
- Investments
- Equities
- Finance
- Retirement Planning
- Loans
- Banking
- Asset Managment
- Credit
- Small Business Lending
- Risk Management
- Asset Allocation
- Series 63
- Microsoft Office
- Sales
- Series 7
- Startups
- Strategic Planning
- Financial Analysis
- Business Development
- Mutual Funds
- Project Management
Omar Marquez Summary
- Omar Marquez, based in Portland, OR, US, is currently a CEO and Founder at Valda Partners LLC. Omar Marquez brings experience from previous roles at E2I Advisors LLC, Umpqua Investments, Inc. (Member: FINRA/SIPC), Banc of America Investments and Morgan Stanley. With a robust skill set that includes Wealth Management, Real Estate Advisory Services, Estate and Trust Planning, Strategic Financial Planning, Investment Advisory and more. Omar Marquez has 1 mobile phone numbers on RocketReach.
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