Rick Yanez Email & Phone Number
Financial Advisor and Managing Partner with Ameriprise Financial Services, LLC
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Rick Yanez Location
- Bakersfield, CA, US
Rick Yanez Work
- 2019 -now Financial Advisor and Managing Partner with Ameriprise Financial Services, LLC @ Ameriprise Financial Services, LLC
- 2012 -2019 Co-Founder and Branch manager and Financial Advisor. Foundation Wealth Management.Wells Fargo Advisors FiNET @
- 2009 -2012 Vice President and Financial Advisor @
- 2008 -2009 Financial Advisor @
Rick Yanez Education
- California State University-Bakersfield
Bachelor of Arts (BA) (Psychology and Business Administraion)
2001-2006
Rick Yanez Skills
- Finance
- Leadership
- Mutual Funds
- Marketing Strategy
- Public Speaking
- Investment Management
- Risk Management
- Financial Analysis
- Microsoft Office
- Entrepreneurship
- Marketing
- Banking
Rick Yanez Summary
- Rick Yanez, based in Bakersfield, CA, US, is currently a Financial Advisor and Managing Partner with Ameriprise Financial Services, LLC at Ameriprise Financial Services, LLC. Rick Yanez brings experience from previous roles at Wells Fargo Advisors Finet, JPMorgan Chase & Co. and Morgan Stanley. Rick Yanez holds a 2001 - 2006 Bachelor of Arts (BA) in Psychology and Business Administraion @ California State University-Bakersfield. With a robust skill set that includes Finance, Leadership, Mutual Funds, Marketing Strategy, Public Speaking and more. Rick Yanez has 1 mobile phone numbers on RocketReach.
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