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Fernando Apodaca is listed as Banking Professional based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Fernando Apodaca.
Fernando Apodaca previously worked as New Account Specialist at Lpl Financial and Client Associate at Meryl Lynch. Fernando Apodaca holds Associate'S Degree, Finance, General, 2.5 from San Diego City College.
Seeking a position in the Financial Industry.
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San Diego, California, United States
Assisted Financial Advisors to process New Accounts Applications in the opening process. Lift boat’s restrictions from accounts so financial advisors are allowed to place trades for their clients. Place clients accounts in good order. Run reports on accounts to detect any fraudulent activities. Log in documents to clients accounts trust agreements, trust.
701 B Street
Assist Financial Advisors with all administrative and processing aspectsof all sales. Client contact including responding to client requests and client outreaches. Perform general clerical duties, such as handling telephones, clients mailings and creating mailing. Create spreadsheets and other financial reports. Increase client contact including addressing.
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Fernando Apodaca is listed as Banking Professional.
Fernando Apodaca is based in San Diego, California, United States.
Fernando Apodaca has worked for Lpl Financial and Meryl Lynch.
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Fernando Apodaca holds Associate'S Degree, Finance, General, 2.5 from San Diego City College.
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