Anthony Henriquez

Anthony Henriquez Email and Phone Number

Portfolio Counselor at Fisher Investments @ Fisher Investments
camas, washington, united states
Anthony Henriquez's Location
Boston, Massachusetts, United States, United States
Anthony Henriquez's Contact Details

Anthony Henriquez work email

Anthony Henriquez personal email

About Anthony Henriquez

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.

Anthony Henriquez's Current Company Details
Fisher Investments

Fisher Investments

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Portfolio Counselor at Fisher Investments
camas, washington, united states
Employees:
2996
Anthony Henriquez Work Experience Details
  • Fisher Investments
    Portfolio Counselor
    Fisher Investments Apr 2022 - Present
    Dallas, Texas, United States
  • Natixis Investment Managers
    Investment Consultant
    Natixis Investment Managers Jun 2021 - Apr 2022
    Boston, Massachusetts, United States
  • John Hancock
    Retirement Consultant
    John Hancock May 2017 - May 2021
    Boston, Massachusetts
  • Wells Fargo Capital Finance
    Client Consultant
    Wells Fargo Capital Finance Jan 2016 - May 2017
    Boston, Ma
    Wells 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
  • Putnam Investments
    Investor Services Representative (Isr)
    Putnam Investments Dec 2014 - Jan 2016
    Greater Boston Area
    Provided 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

Leadership Sales Time Management Public Speaking Team Leadership Social Media Investments Management Customer Satisfaction Account Management Marketing Sales Operations Sales Management Event Planning Series 63 Hold Series 7 Microsoft Excel Microsoft Office Powerpoint

Anthony Henriquez Education Details

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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