Emmanuel Asuncion Email & Phone Number
@cetera.com
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Who is Emmanuel Asuncion? Overview
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Emmanuel Asuncion is listed as Advisory Operations Senior Manager at Cetera Financial Group, a company with 501 employees, based in El Segundo, California, United States. AeroLeads shows a work email signal at cetera.com and a matched LinkedIn profile for Emmanuel Asuncion.
Emmanuel Asuncion previously worked as Advisory Billing & Reporting Manager at Cetera Financial Group and Investment Operations & Client Relations Director at Northwestern Mutual. Emmanuel Asuncion holds B.A. Business Administration, Finance & International Business from Loyola Marymount University, College Of Business Administration.
Email format at Cetera Financial Group
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AeroLeads found 1 current-domain work email signal for Emmanuel Asuncion. Compare company email patterns before reaching out.
About Emmanuel Asuncion
Analytical and focused with expertise in Broker Dealer Investment Operations, Regulatory Compliance, and employee development. Experience in the Financial Services field – Retail Banking and Investment Advisory. Complement a Financial Services firm or Broker dealer with my dynamic skills and experience through the development and maintenance of efficient and effective solutions.
Listed skills include Investments, Finance, Financial Services, Asset Management, and 17 others.
Emmanuel Asuncion's current company
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Emmanuel Asuncion work experience
A career timeline built from the work history available for this profile.
Advisory Billing & Reporting Manager
Lead and manage the Advisory Billing and Reporting department to ensure that all processes, guidelines and requirements are achieved, key metrics met or exceeded, and work collectively to create high quality client service experiences.
Investment Operations & Client Relations Director
- Develop and maintain a cross training platform to ensure coverage for support of daily business operations and drive product opportunities with licensed financial professionals through deepening client relationship and.
- Oversee compliance of daily processes to ensure activities and materials are in line with company ethics and industry compliance standards
- Develop and initiate projects that result in effective and efficient investment and insurance business practice.
- Participate in Office Operations committee that provided insight, special projects with goals, and ways of implementation to firm senior level management.
Investment Sales & Support
* Initiated campaigns that resulted in generating revenue, and client relationship building. * Subject Matter Expert Managed Account Solutions product & MoneyFlow.* Executed trades, service requests on brokerage accounts * Liaison between bank employees and investment employees; used knowledge and experience of loans, bank products and references to assist.
Financial Advisor
Trained, studied, and participated in activities to pursue and achieve NASD Series 7, 66, and CA Life licenses. Implemented, planned, and executed marketed business plans to acquire prospect clients. Analyzed client financials to aid development of tailored and complex financial plans.
Sr. Licensed Relationship Banker
Assessed personal and business clients financial profiles to tailor short and long term financial solutions while incorporating risk vs return. Referred investment vehicles that fit client financial profiles. Analyzed client financials to recommend credit vehicles for business and consumer clients; calculated equity, risk, and debt to income factors. Lead.
Colleagues at Cetera Financial Group
Other employees you can reach at cetera.com. View company contacts for 501 employees →
Stacie Lightner
Colleague at Cetera Financial Group
San Diego, California, United States, United States
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SF
Samantha Frasier
Colleague at Cetera Financial Group
Greater New Orleans Region, United States
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BH
Ben Huhner
Colleague at Cetera Financial Group
Minneapolis, Minnesota, United States, United States
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JS
John Sivak
Colleague at Cetera Financial Group
San Diego, California, United States, United States
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MS
Michael Sano
Colleague at Cetera Financial Group
Chesterfield, Missouri, United States, United States
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JM
James Mcmahon
Colleague at Cetera Financial Group
Bozeman, Montana, United States, United States
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SO
Shannon Otterbeck
Colleague at Cetera Financial Group
San Diego, California, United States, United States
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SH
Sara Hong
Colleague at Cetera Financial Group
United States, United States
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RA
Randy Agnew
Colleague at Cetera Financial Group
Marietta, Georgia, United States, United States
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JN
John Neuenswander
Colleague at Cetera Financial Group
Midvale, Utah, United States, United States
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Emmanuel Asuncion education
B.A. Business Administration, Finance & International Business
High School Diploma, Honors/Regents High School/Secondary Diploma Program
Investments
Frequently asked questions about Emmanuel Asuncion
Quick answers generated from the profile data available on this page.
What company does Emmanuel Asuncion work for?
Emmanuel Asuncion works for Cetera Financial Group.
What is Emmanuel Asuncion's role at Cetera Financial Group?
Emmanuel Asuncion is listed as Advisory Operations Senior Manager at Cetera Financial Group.
What is Emmanuel Asuncion's email address?
AeroLeads has found 1 work email signal at @cetera.com for Emmanuel Asuncion at Cetera Financial Group.
Where is Emmanuel Asuncion based?
Emmanuel Asuncion is based in El Segundo, California, United States while working with Cetera Financial Group.
What companies has Emmanuel Asuncion worked for?
Emmanuel Asuncion has worked for Cetera Financial Group, Northwestern Mutual, Union Bank, Ameriprise Financial Services, and Union Bank Of California.
Who are Emmanuel Asuncion's colleagues at Cetera Financial Group?
Emmanuel Asuncion's colleagues at Cetera Financial Group include Stacie Lightner, Samantha Frasier, Ben Huhner, John Sivak, and Michael Sano.
How can I contact Emmanuel Asuncion?
You can use AeroLeads to view verified contact signals for Emmanuel Asuncion at Cetera Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Emmanuel Asuncion attend?
Emmanuel Asuncion holds B.A. Business Administration, Finance & International Business from Loyola Marymount University, College Of Business Administration.
What skills is Emmanuel Asuncion known for?
Emmanuel Asuncion is listed with skills including Investments, Finance, Financial Services, Asset Management, Securities, Series 7, Training, and Networking.
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