Giovanni Todesco
age ~45
from Black Diamond, WA
- Also known as:
-
- Michelle Todesco
- Giovanni O
Giovanni Todesco Phones & Addresses
- Black Diamond, WA
- Rancho Santa Margarita, CA
- Lake Forest, CA
- Chandler, AZ
- 25941 Tree Top Rd, Laguna Hills, CA 92653 • 949 830-7595
- Lagunitas, CA
Resumes
Wealth Advisor
view sourceLocation:
49 Ballantree, Rancho Santa Margarita, CA 92688
Industry:
Financial Services
Work:
J.D. Mellberg Financial since Jun 2012
_
PFS Investments 2012 - 2012
_
Wells Fargo Advisors - Newport Beach, CA Sep 2004 - Oct 2011
_
_
PFS Investments 2012 - 2012
_
Wells Fargo Advisors - Newport Beach, CA Sep 2004 - Oct 2011
_
Education:
Cal State Fullerton 2000 - 2004
Bachelor of Arts (B.A.), Business Administration, Finance
Bachelor of Arts (B.A.), Business Administration, Finance
Skills:
Retirement Planning
Investments
Wealth Management
Series 7
Financial Services
Finance
Estate Planning
Mutual Funds
Life Insurance
Securities
Series 63
Insurance
Financial Advisory
Financial Planning
Portfolio Management
Banking
Small Business
Investment Advisory
Microsoft Excel
Financial Analysis
Asset Management
Strategic Financial Planning
Retirement
Investment Strategies
Risk Management
Asset Allocation
Life and Health Insurance Licenses
Relationship Management
Microsoft Word
Alternative Investments
Financial Modeling
Powerpoint
Uniform Combined State Law
Employee Benefits
Cash Management
Fixed Income
Word
Excel
Series 66
Series 65
Investments
Wealth Management
Series 7
Financial Services
Finance
Estate Planning
Mutual Funds
Life Insurance
Securities
Series 63
Insurance
Financial Advisory
Financial Planning
Portfolio Management
Banking
Small Business
Investment Advisory
Microsoft Excel
Financial Analysis
Asset Management
Strategic Financial Planning
Retirement
Investment Strategies
Risk Management
Asset Allocation
Life and Health Insurance Licenses
Relationship Management
Microsoft Word
Alternative Investments
Financial Modeling
Powerpoint
Uniform Combined State Law
Employee Benefits
Cash Management
Fixed Income
Word
Excel
Series 66
Series 65
Languages:
English
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Giovanni Todesco
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Alessandro Pruneddu, Giovanni Langiu, Giovanni Abeltino, Raimondo Bellu
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Giovanni Todesco
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Giovanni Todesco
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Giovanni Todesco
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