Rick Sanchez Email & Phone Number
Executive Manager, Wealth Management @ Cetera Investment Services LLC
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Rick Sanchez Location
- Miami, FL, US
Rick Sanchez Work
- 2022 -now Executive Manager, Wealth Management @
- 2016 -2022 Financial Advisor @
- 2013 -2016 Chase Private Client Mortgage Banker @
Rick Sanchez Education
- University of South Florida
Bachelor's degree (Finance and Economics)
2008-2012 - University of South Florida
Rick Sanchez Skills
- Finance
- Microsoft Office
- Microsoft Excel
- Leadership
- Banking
- Public Speaking
- Customer Service
- Investments
- Loans
- Financial Analysis
- Credit
- PowerPoint
- Mortgage Lending
- Refinance
- FHA
- Loan Origination
- Residential Mortgages
Rick Sanchez Summary
- Rick Sanchez, based in Miami, FL, US, is currently a Executive Manager, Wealth Management at Cetera Investment Services LLC. Rick Sanchez brings experience from previous roles at Edward Jones and JPMorgan Chase & Co.. Rick Sanchez holds a 2008 - 2012 Bachelor's degree in Finance and Economics @ University of South Florida. With a robust skill set that includes Finance, Microsoft Office, Microsoft Excel, Leadership, Banking and more. Rick Sanchez has 1 emails and 1 mobile phone numbers on RocketReach.
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