Ulises Diaz Email & Phone Number
Financial Advisor @ Wells Fargo Advisors
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Ulises Diaz Location
- New York, NY, US
Ulises Diaz Work
- 2025 -now Financial Advisor @
- 2019 -2024 Wealth Relationship Manager, Assistant Vice President @
- 2016 -2019 Private Client Banker @
- 2015 -2016 Vice President of Investments @
- 2013 -2014 Regional Sales Manager @ Arjay Wireless
- 2011 -2013 Assistant General Manager @
- 2010 -2011 Store Manager @
Ulises Diaz Education
- City University of New York-John Jay College of Criminal Justice 2001-2004
Ulises Diaz Skills
- Loans
- Banking
- Cross Selling
- Business Relationship Management
- series 7
- series 63
- Life & Health Insurance Licenses
- Financial Services
- Financial Markets
- Retail Banking
- Leadership
- Finance
- Trusts
- estates
- Equities
- Management
- Portfolio Management
- Team Building
- Customer Service
- Financial Analysis
- Mutual Funds
Ulises Diaz Summary
- Ulises Diaz, based in New York, NY, US, is currently a Financial Advisor at Wells Fargo Advisors. Ulises Diaz brings experience from previous roles at Citi, JPMorgan Chase & Co., David Lerner Associates, Inc. and Arjay Wireless. Ulises Diaz holds a 2001 - 2004 City University of New York-John Jay College of Criminal Justice. With a robust skill set that includes Loans, Banking, Cross Selling, Business Relationship Management, series 7 and more. Ulises Diaz has 1 emails and 1 mobile phone numbers on RocketReach.
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