Roberto Martinez Email & Phone Number
Private Client Advisor, Vice President of Investments @ J.P. Morgan
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Roberto Martinez Location
- Kissimmee, FL, US
Roberto Martinez Work
- 2022 -now Private Client Advisor, Vice President of Investments @
- 2019 -2022 Financial Solutions Advisor @
- 2019 -2019 Personal Banker @
- 2018 -2019 Financial Planner, Investment and Retirement Planning @
- 2015 -2018 Mobile Investment Consultant @
- 2014 -2015 Sr Financial Services Representative @
- 2011 -2014 Commercial Account Manager @
- 2009 -2011 Branch Manager @
- 2004 -2009 Financial Services Manager @
- 2003 -2004 Customer Service Representative @
Roberto Martinez Education
- Canadian Securities Institute
Canadian Securities Course (Investments and Securities)
2015-2015 - Canadian Securities Institute
Branch Compliance Officer (Investments and Securities)
2010-2010 - Canadian Securities Institute
Investments Funds in Canada (Investments and Securities)
2007-2007 - Algonquin College of Applied Arts and Technology
Diploma (Computer Programming)
1996-1998 - Construction of Chemical Machinery Institute, Moscow Russia
(Chemical Machinery Engineering)
1988-1991
Roberto Martinez Summary
- Roberto Martinez, based in Kissimmee, FL, US, is currently a Private Client Advisor, Vice President of Investments at J.P. Morgan. Roberto Martinez brings experience from previous roles at Merrill Lynch, Wells Fargo, RBC and CIBC. Roberto Martinez holds a 2015 - 2015 Canadian Securities Course in Investments and Securities @ Canadian Securities Institute. Roberto Martinez has 3 emails and 2 mobile phone numbers on RocketReach.
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