Carlos Ricardo

Carlos Ricardo Email and Phone Number

Helping families and business owners plan for major life events. Private banking, wealth management, and residential mortgage. NMLS 641855 @ J.P. Morgan
Carlos Ricardo's Location
Boca Raton, Florida, United States, United States
Carlos Ricardo's Contact Details

Carlos Ricardo work email

Carlos Ricardo personal email

About Carlos Ricardo

Helping families and business owners plan for major life events. Private banking, wealth management, and residential mortgage. NMLS 641855

Carlos Ricardo's Current Company Details
J.P. Morgan

J.P. Morgan

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Helping families and business owners plan for major life events. Private banking, wealth management, and residential mortgage. NMLS 641855
Carlos Ricardo Work Experience Details
  • J.P. Morgan
    Vice President, Relationship Manager, J.P. Morgan Private Client
    J.P. Morgan Mar 2024 - Present
    New York, Ny, Us
    View
  • Defy Mortgage
    Capital Markets Advisor
    Defy Mortgage Aug 2023 - Mar 2024
    Nashville, Tn, Us
    View
  • First Republic Bank
    Relationship Manager
    First Republic Bank Sep 2022 - Jun 2023
    San Francisco, Ca, Us
    View
  • Chase
    Sr. Home Lending Advisor - Chase Private Client, Nmls 641855
    Chase Sep 2017 - Apr 2022
    New York, Ny, Us
    Achieved 10x growth of loan balances and deposits and investments for assigned business unit.
    View
  • Wells Fargo Home Mortgage
    Private Mortgage Banker
    Wells Fargo Home Mortgage Mar 2016 - Sep 2017
    San Francisco, California, Us
    NMLS # 641855
    View
  • Merrill Lynch
    Banking Advisor, Vice President
    Merrill Lynch May 2004 - Mar 2016
    New York, Ny, Us
    View

Carlos Ricardo Skills

Finance Financial Analysis Customer Service Relationship Management Mortgage Banking Residential Mortgages Investment Management Management Banking Credit Investments Loans Financial Services Commercial Mortgages Wealth Management Services

Carlos Ricardo Education Details

  • University Of Florida
    University Of Florida
    General

Frequently Asked Questions about Carlos Ricardo

What company does Carlos Ricardo work for?

Carlos Ricardo works for J.p. Morgan

What is Carlos Ricardo's role at the current company?

Carlos Ricardo's current role is Helping families and business owners plan for major life events. Private banking, wealth management, and residential mortgage. NMLS 641855.

What is Carlos Ricardo's email address?

Carlos Ricardo's email address is lo****@****hoo.com

What schools did Carlos Ricardo attend?

Carlos Ricardo attended University Of Florida.

What skills is Carlos Ricardo known for?

Carlos Ricardo has skills like Finance, Financial Analysis, Customer Service, Relationship Management, Mortgage Banking, Residential Mortgages, Investment Management, Management, Banking, Credit, Investments, Loans.

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