Anthony Henriquez Email and Phone Number
Anthony Henriquez work email
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Anthony Henriquez personal email
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Anthony Henriquez is a Portfolio Counselor at Fisher Investments at Fisher Investments. He possess expertise in leadership, sales, time management, public speaking, team leadership and 14 more skills.
Fisher Investments
View- Website:
- fisherinvestments.com
- Employees:
- 2996
-
Portfolio CounselorFisher Investments Apr 2022 - PresentDallas, Texas, United States -
Investment ConsultantNatixis Investment Managers Jun 2021 - Apr 2022Boston, Massachusetts, United States -
Retirement ConsultantJohn Hancock May 2017 - May 2021Boston, Massachusetts -
Client ConsultantWells Fargo Capital Finance Jan 2016 - May 2017Boston, MaWells Fargo Fund Distributor, LLC - Interacting with shareholders while applying a strong knowledge of Wells Fargo's products, procedures and services- Familiarizing shareholders with the different account options, requirements and regulations. - Explaining the financial markets and its volatility to enable them to understand the current market environment and Wells Fargo's products.- Adhering to the legal requirements and utilizing product knowledge to facilitate financial and non-financial transactions in a complete and accurate manner- Analyzing financial markets to understand their effects on Wells Fargo's Funds- Collaborating with different departments to help facilitate clients needs and demands -
Investor Services Representative (Isr)Putnam Investments Dec 2014 - Jan 2016Greater Boston AreaProvided shareholders and brokers with in-depth information and fund features of all Putnam mutual funds, retirement, and educational saving plans. Facilitated market trades. Reviewed and resolved complex client inquiries utilizing strong problem solving skills.
Anthony Henriquez Skills
Anthony Henriquez Education Details
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Finance, Bsba
Frequently Asked Questions about Anthony Henriquez
What company does Anthony Henriquez work for?
Anthony Henriquez works for Fisher Investments
What is Anthony Henriquez's role at the current company?
Anthony Henriquez's current role is Portfolio Counselor at Fisher Investments.
What is Anthony Henriquez's email address?
Anthony Henriquez's email address is an****@****rgo.com
What schools did Anthony Henriquez attend?
Anthony Henriquez attended University Of Massachusetts Lowell.
What are some of Anthony Henriquez's interests?
Anthony Henriquez has interest in Investments, Soccer, Hiking, Financial Markets.
What skills is Anthony Henriquez known for?
Anthony Henriquez has skills like Leadership, Sales, Time Management, Public Speaking, Team Leadership, Social Media, Investments, Management, Customer Satisfaction, Account Management, Marketing, Sales Operations.
Who are Anthony Henriquez's colleagues?
Anthony Henriquez's colleagues are Victoria R., Shiromani Reddy, Adrianna Davila, Dustin Wigington, Crps®, Jonathan Koenig, Veronica Mendiola, Sapida Abbasi.
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