Anagha A Madrigal

Financial Advisor At Lpl Financial

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Location:

3837 13Th Ave west, Seattle, WA 98119

Industry:

Financial Services

Work:

J.P. Morgan - San Francisco since Sep 2012
Internal Client Advisor
Russell Investments - San Francisco Jul 2011 - Aug 2012
Business Development Associate - ETFs
Fidelity Investments Oct 2009 - Jul 2011
Investments Representative
UBS Financial Services Jul 2003 - May 2009
Associate Director

Education:

Pepperdine University, The George L. Graziadio School of Business and Management 2007 - 2009
Executive MBA Vanderbilt University 1999 - 2003

Skills:

Strategy
Crm
Project Management
Etfs
Asset Allocation
Cross Functional Team Leadership
Salesforce.com
Business Development
Investments
Wealth Management
Leadership
Financial Services
Business Strategy
Management
Product Management
Finance

Anagha Madrigal

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Internal Client Advisor At J.p. Morgan Asset Management

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Position:

Internal Client Advisor at J.P. Morgan

Location:

San Francisco, California

Industry:

Financial Services

Work:

J.P. Morgan - San Francisco since Sep 2012
Internal Client Advisor
Russell Investments - San Francisco Jul 2011 - Aug 2012
Business Development Associate - ETFs
Fidelity Investments Oct 2009 - Jul 2011
Investments Representative
UBS Financial Services Jul 2003 - May 2009
Associate Director

Education:

Pepperdine University, The George L. Graziadio School of Business and Management 2007 - 2009
Executive MBA Vanderbilt University 1999 - 2003

Skills:

Strategy
CRM
Project Management
ETFs
Asset Allocation

Honor & Awards:

- Cambridge Who’s Who Registry among Executives and Professionals 2009 / 2010 Honors Edition - Nominated by global senior management to a high visibility group, UBS High Potential Pool, among its worldwide employees to develop future corporate leaders. Attended offsite meeting at UBS world headquarters in Zurich, Switzerland, May 2007. Peer-nominated and awarded Wealth Management Analyst of 2005 - Featured in Memphis Women Magazine, April 2003, as an Outstanding Young Woman of Memphis - FINRA Series 7 and 66 certified - CA Life and Health Insurance Licensed