Rochelle Sanchez Email
Financial Advisor @ Boom Planning
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Rochelle Sanchez Location
- San Diego, CA, US
Rochelle Sanchez Work
- Financial Advisor @ (January 2025 - Present)
- Associate @ U.S. Bancorp Advisors (May 2023 - January 2025)
- Associate @ UNIONBANC INVESTMENT SVCS LLC (January 2018 - May 2023)
Rochelle Sanchez Education
- Training Consultants
Licenses (Investments and Securities)
2018-2018 - Kaplan College-San Diego
Series 6, Series 63 (Investments and Securities)
2012-2012 - Cal State San Marcos
Bachelor of Arts (B.A.) (Psychology)
2002-2004 - MiraCosta College
Associate of Arts (A.A.)
1999-2002
Rochelle Sanchez Skills
- Commercial Banking
- Loans
- Small Business Lending
- Credit
- Banking
- Consumer Lending
- Retail Banking
- Credit Analysis
- Mortgage Lending
- Lines Of Credit
- Loan Origination
- Portfolio Management
- Credit Risk
- Mortgage Banking
- Treasury Management
- Cross Selling
- Commercial Mortgages
- Branch Management
- Branch Banking
Rochelle Sanchez Summary
- Rochelle Sanchez, based in San Diego, CA, US, is currently a Financial Advisor at Boom Planning. Rochelle Sanchez brings experience from previous roles at U.S. Bancorp Advisors and UNIONBANC INVESTMENT SVCS LLC. Rochelle Sanchez holds a 2018 - 2018 Licenses in Investments and Securities @ Training Consultants. With a robust skill set that includes Commercial Banking, Loans, Small Business Lending, Credit, Banking and more. Rochelle Sanchez has 1 emails on RocketReach.
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