Alberto Sanchez

Alberto Sanchez Email and Phone Number

Client Service Associate at LifePlan Group @ LifePlan Group
Alberto Sanchez's Location
Raleigh-Durham-Chapel Hill Area, United States, United States
Alberto Sanchez's Contact Details

Alberto Sanchez work email

Alberto Sanchez personal email

n/a
About Alberto Sanchez

Financial services professional with a Bachelor of Business Administration - BBA focused in Business Administration and Management, General from Excelsior College.

Alberto Sanchez's Current Company Details
LifePlan Group

Lifeplan Group

View
Client Service Associate at LifePlan Group
Alberto Sanchez Work Experience Details
  • Lifeplan Group
    Registered Client Service Associate
    Lifeplan Group Nov 2023 - Present
    Raleigh, North Carolina, Us
  • Truist Wealth
    Registered Client Service Associate At Truist Investment Services, Inc.
    Truist Wealth Jun 2022 - Oct 2023
    Charlotte, North Carolina, Us
     Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure
  • Fidelity Investments
    Retirement Brokerage Services Representative
    Fidelity Investments Apr 2021 - Jun 2022
    Boston, Ma, Us
  • Fidelity Investments
    Financial Associate I
    Fidelity Investments May 2020 - Mar 2021
    Boston, Ma, Us
  • Fidelity Investments
    Workplace Planning Associate
    Fidelity Investments Aug 2019 - Apr 2020
    Boston, Ma, Us
  • Wells Fargo
    Bank Teller
    Wells Fargo Jan 2019 - Jul 2019
    San Francisco, California, Us
  • United States Marine Corps
    Aviation Operations Specialist
    United States Marine Corps Jan 2015 - Jan 2019
    Washington, Dc, Us

Alberto Sanchez Skills

Leadership Social Media Stock Market Sales Financial Planning Data Entry Microsoft Powerpoint Investments Business Administration Microsoft Office Microsoft Word Operations Management Stocks Microsoft Excel Administration Microsoft Outlook Customer Service Management Stock Market Analysis

Alberto Sanchez Education Details

  • Excelsior University
    Excelsior University
    General

Frequently Asked Questions about Alberto Sanchez

What company does Alberto Sanchez work for?

Alberto Sanchez works for Lifeplan Group

What is Alberto Sanchez's role at the current company?

Alberto Sanchez's current role is Client Service Associate at LifePlan Group.

What is Alberto Sanchez's email address?

Alberto Sanchez's email address is al****@****ity.com

What schools did Alberto Sanchez attend?

Alberto Sanchez attended Excelsior University.

What skills is Alberto Sanchez known for?

Alberto Sanchez has skills like Leadership, Social Media, Stock Market, Sales, Financial Planning, Data Entry, Microsoft Powerpoint, Investments, Business Administration, Microsoft Office, Microsoft Word, Operations Management.

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