• Financial Consultant | Popular Securities

    Banco Popular Puerto Rico (San Juan, PR)
    …and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth Management to increase referrals. * Provides financial ... Planner(R)), CPA (Certified Public Accountant), CIMA(R) (Certified Investment Management Analyst (R)), CPWA(R) (Certified Private Wealth Advisor), CFA(R) (Chartered Financial… more
    Banco Popular Puerto Rico (11/08/25)
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