Robert Valenzuela Email & Phone Number
Senior Financial Advisor @ Keystone Private Wealth
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Robert Valenzuela Location
- Los Angeles, CA, US
Robert Valenzuela Work
- 2024 -now Senior Financial Advisor @
- 2021 -2024 Vice President of Financial Planning @
- 2019 -2021 Financial Advisor @
- 2015 -2018 Small Business Consultant @
- 2011 -2015 Business Specialist @
- 2008 -2011 Relationship Banker @
- 2005 -2008 Customer Service Representative @
Robert Valenzuela Skills
- Customer Service
- Team Building
- Leadership
- Business Development
- Sales
- Training
- Cold Calling
- Account Management
- Networking
- Banking
- Telemarketing
Robert Valenzuela Summary
- Robert Valenzuela, based in Los Angeles, CA, US, is currently a Senior Financial Advisor at Keystone Private Wealth. Robert Valenzuela brings experience from previous roles at Householder Group Estate & Retirement Specialists, LLC, Edward Jones, Paychex and JPMorgan Chase & Co.. With a robust skill set that includes Customer Service, Team Building, Leadership, Business Development, Sales and more. Robert Valenzuela has 1 mobile phone numbers on RocketReach.
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