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Sheldon Fernandes Location
Houston, TX, US
Sheldon Fernandes Work
2018 -now Goals Driven Wealth Management Liason @
2013 -now Senior Investment Associate, Officer @
2008 -2013 Client Service Representative @
2008 -2008 Personal Banker @
Sheldon Fernandes Education
University of Houston 2009-2009
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.) (Finance and Financial Management Services)
2009
Westside High School
High School Diploma
2004
Sheldon Fernandes Skills
Alternative Investments
Wealth Management
Portfolio Management
Client Focused
Banking
Investments
Relationship Management
Asset Management
Private Banking
Investment Management
Asset Allocation
Investment Advisory
Tech Savvy
Financial Analysis
Financial Services
Equities
Mutual Funds
Series 7
Sheldon Fernandes Summary
Sheldon Fernandes, based in Houston, TX, US, is currently a Goals Driven Wealth Management Liason at Northern Trust Wealth Management. Sheldon Fernandes brings experience from previous roles at Northern Trust Wealth Management and Bbva Compass. Sheldon Fernandes holds a 2009 - 2009 University of Houston. With a robust skill set that includes Alternative Investments, Wealth Management, Portfolio Management, Client Focused, Banking and more. Sheldon Fernandes has 1 mobile phone numbers on RocketReach.
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