Leonardo Garcia Email and Phone Number
Leonardo Garcia work email
- Valid
Leonardo Garcia personal email
Leonardo Garcia phone numbers
Leonardo Garcia is a Vice President and Premier Client Group at Grove Bank & Trust. He possess expertise in investments, wealth management, insurance, retirement planning, financial advisory and 1 more skills.
Grove Bank & Trust
View- Website:
- grovebankandtrust.com
- Employees:
- 159
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Vice President And Premier Client GroupGrove Bank & TrustMiami, Fl, Us
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Vice President / Financial Wellness ConsultantPnc Oct 2021 - PresentPittsburgh, Pennsylvania, UsDevelop strategies to increase sales in territory. Responsible for creating and curating a prospect list focused on high impact assets and partners. Leverage financial projections to demonstrate the overall value to potential clients. Interface with external prospects at all levels of their organization throughout the deal process and source new opportunities. -
Vice President/ Wealth AdvisorCoral Gables Trust Company Aug 2019 - Oct 2021Coral Gables, Florida, UsOversee the development and management of complex portfolios for high-net-worth clients, offering investment solutions, financial planning, trust and estate services. -
Vice President / Wealth AdvisorNylife Securities Llc Sep 2017 - Aug 2019Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency -
Vice President/ Financial AdvisorSuntrust Investment Services, Inc. Apr 2013 - Nov 2016UsSunTrust Investment Services, Inc. is a full-service broker-dealer, SEC registered investment adviser and a licensed insurance agency, and an integral part of SunTrust Banks, Inc. – one of the nation’s largest and most respected financial services organizations. -
Financial AdvisorWells Fargo Advisors Mar 2008 - Apr 2013St. Louis, Missouri, UsWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC INSURED/NO BANK GUARANTEE/MAY LOSE VALUE.
Leonardo Garcia Skills
Leonardo Garcia Education Details
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Florida International University - College Of BusinessFinance
Frequently Asked Questions about Leonardo Garcia
What company does Leonardo Garcia work for?
Leonardo Garcia works for Grove Bank & Trust
What is Leonardo Garcia's role at the current company?
Leonardo Garcia's current role is Vice President and Premier Client Group.
What is Leonardo Garcia's email address?
Leonardo Garcia's email address is lg****@****ust.com
What is Leonardo Garcia's direct phone number?
Leonardo Garcia's direct phone number is +3519118*****
What schools did Leonardo Garcia attend?
Leonardo Garcia attended Florida International University - College Of Business.
What skills is Leonardo Garcia known for?
Leonardo Garcia has skills like Investments, Wealth Management, Insurance, Retirement Planning, Financial Advisory, Retirement Income Strategies.
Who are Leonardo Garcia's colleagues?
Leonardo Garcia's colleagues are Barbara Aloy, Derek Johnson, Chang Fen, Catherine Borges, Martha L Burneo, Rodolfo Cutino, Steven Bustillo.
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