George Vera work email
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George Vera personal email
George Vera phone numbers
George Vera is a Financial Advisor at Citi at Citi. He possess expertise in wealth management, investments, employee benefits, management, finance and 18 more skills. He is proficient in Dutch.
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Financial AdvisorCiti Oct 2019 - PresentNew York, New York, Us
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Manager, Financial Services At The Prudential Insurance Company Of PrudentialPrudential Financial May 2018 - Aug 2019Newark, New Jersey, Us• Develops relationships with business leaders within local communities• Develops Financial Professional Associates (FPAs) in the areas of relationship-based sales process, marketing strategy and client development -
Vice PresidentCapital One Apr 2015 - May 2018Mclean, Va, Us -
Senior BankerWells Fargo Jul 2013 - Jun 2014San Francisco, California, UsProvided branch support to increase overall sales volumes with an emphasis on increasing number of accounts, business relationships, balances, credit solutions, investment and lending volumes. Worked with branch manager to set and exceed sales targets, and specifically worked to increase financial services to small businesses by increasing outreach and financial education, and providing both lending and investment advice. -
Mortgage BankerChase Sep 2011 - Jun 2013New York, Ny, UsProvided wholesale business analysis to 14 Chase branches located primarily within California and New York market groups. Helped to provide branch support to increase overall sales volumes with an emphasis on account balances and lending volumes. Worked with branch managers to set and exceed sales targets, and specifically to increase banking services to Spanish speaking customers by increasing outreach and providing Spanish centric financial assistance and mortgage advice. -
Financial AdvisorAmeriprise Financial Jun 2004 - Sep 2011Minneapolis, Mn, UsHelped individuals and business owners with their benefit planning, retirement planning, and implementation of strategies necessary to facilitate their business financial success, as well as personal financial success. -
Financial Advisor / ManagerAmeriprise Financial Jun 2004 - Aug 2008Minneapolis, Mn, Us
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Investment RepresentativeFidelity Investments May 2010 - Dec 2010Boston, Ma, Us -
WholesalerVera Asset Management Sep 2008 - Dec 2010Develop & cultivate business relationships with various RIA, broker dealers and institutional investors.
George Vera Skills
George Vera Education Details
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Uc San DiegoEconomics -
Uc San DiegoGeneral
Frequently Asked Questions about George Vera
What company does George Vera work for?
George Vera works for Citi
What is George Vera's role at the current company?
George Vera's current role is Financial Advisor at Citi.
What is George Vera's email address?
George Vera's email address is ge****@****ial.com
What is George Vera's direct phone number?
George Vera's direct phone number is +170344*****
What schools did George Vera attend?
George Vera attended Uc San Diego, Uc San Diego.
What skills is George Vera known for?
George Vera has skills like Wealth Management, Investments, Employee Benefits, Management, Finance, Insurance, Retirement Planning, Mutual Funds, Fixed Annuities, Series 7, Mortgage Lending, Portfolio Management.
Who are George Vera's colleagues?
George Vera's colleagues are Mohnish Patel, Ashok Hota, Sachin Begde, Derrick Chao, Jean Wilner Louis Bkl, Radhesh (Rish) Chellu, Emily Ericksen.
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