Ulises Diaz Email & Phone Number
Financial Advisor @ Wells Fargo Advisors
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Ulises Diaz Location
- New York, NY, US
Ulises Diaz Work
- Financial Advisor @ (May 2025 - Present)
- Wealth Relationship Manager, Assistant Vice President @ (April 2019 - February 2024)
- Private Client Banker @ (August 2016 - March 2019)
- Vice President of Investments @ (January 2015 - April 2016)
- Regional Sales Manager @ Arjay Wireless (July 2013 - August 2014)
- Assistant General Manager @ (May 2011 - July 2013)
- Store Manager @ (January 2010 - May 2011)
Ulises Diaz Education
- John Jay College (CUNY) 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
- Anti-Money Laundering
- Client Relations
- Critical Thinking
- Customer Acquisition
- Customer Service Management
- Customer Support
- Direct Sales
- Insurance
- Leadership Development
- Long-term Care
- Problem Solving
- Relationship Building
- Sales Management
- Skilled Multi-tasker
- 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 John Jay College (CUNY). 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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