Roberto Martinez Email & Phone Number
Private Client Advisor, Vice President of Investments @ J.P. Morgan
Roberto Martinez Location
Kissimmee, FL, US
Roberto Martinez Work
- 2022 - now Private Client Advisor, Vice President of Investments @ J.P. Morgan
- 2019 - 2022 Financial Solutions Advisor @ Merrill Lynch
- 2019 - 2019 Personal Banker @ Wells Fargo
- 2018 - 2019 Financial Planner, Investment and Retirement Planning @ RBC
- 2015 - 2018 Mobile Investment Consultant @ CIBC
- 2014 - 2015 Sr Financial Services Representative @ CIBC
- 2011 - 2014 Commercial Account Manager @ BMO
- 2009 - 2011 Branch Manager @ BMO
- 2004 - 2009 Financial Services Manager @ BMO
- 2003 - 2004 Customer Service Representative @ BMO
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 1 emails and 1 mobile phone numbers on RocketReach.
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