Mario A Valverde Email and Phone Number
With over eight years of experience in the financial services industry, I am a dedicated and passionate Financial Advisor at Manchester Financial, a leading wealth management firm. My mission is to help clients achieve their financial goals and dreams by creating customized retirement plans and implementing personalized solutions that suit their needs and preferences.Previously, I worked as a Planning Consultant and an Investment Consultant at Fidelity Investments, where I gained extensive skills and knowledge in financial planning, strategic planning, and sales. I also built exceptional client experiences by focusing on their long-term needs and providing financial guidance and education. In addition, I have a strong background in accounting and human resources, and a degree in Business Finance from the University of Southern California. I am fluent in English and Spanish, and enjoy teaching yoga and accounting in my spare time. I am committed to delivering high-quality service and value to my clients, and to contributing to the success and growth of Manchester Financial.
Manchester Financial
View- Website:
- manchesterfinancial.com
- Employees:
- 23
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Wealth AdvisorManchester FinancialCalifornia, United States -
Financial AdvisorManchester Financial Aug 2023 - Present -
Planning ConsultantFidelity Investments Apr 2019 - Aug 2023Torrance, California, United States -
Investment Consultant , Fidelity InvestmentsFidelity Investments May 2019 - Nov 2022Torrance• Collaborate with individual clients and families to establish a customized retirement plan and implement personalized solutions tailored to their goals and financial needs. • Build exceptional client experiences by focusing on long term needs and building a financial plan according to goals.• Assist current Financial Representatives in preparing for Investment Consultant role.• Build and manage sales pipeline for short- and long-term goals and benchmarks. -
Teacher Manager La1 RegionYogaworks 2012 - 2019Greater Los Angeles Area• Managed 7 studios, 210 regularly scheduled/ 560 total instructors.• Responsible for mentoring and developing teachers. • Managed hiring of all instructors.• Coordinated with Regional Manger to design and build class and event schedule to help drive corporate financial growth. -
Professor Of AccountingEverest College 2013 - 2014Greater Los Angeles• Instruct all accounting courses, including taxes, QuickBooks setup and maintenance.• Prepare Students for QuickBooks and Excel certifications.• Trained students on professional business soft skills.
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OwnerGreen Financial Services Jan 2009 - Apr 2012Greater Los Angeles Area• Tax preparation, resolution, bookkeeping, and start-up business consulting.• Weekly communication with IRS departments to resolve or establish IRS rulings or codes on tax disputes.• Networking, sales generation, closing and retention of new clients with a focus on small business clients; leveraged contacts through different groups to create leads and new clients.
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Sr. Account ManagerClassic Tile & Mosaic 2004 - 2008Los Angeles, California, United States• Assisted founder in all aspects of running and growing the business. • Trained all new sales staff on products, technical specs and sales procedures.• Co-designed and implemented sales plan that increased gross sales from $275K to more than $12 million.• Increased team sales to more than $4 million. -
Hr MangerWashington Mutual 2002 - 2004Irvine, California, United StatesI• Managed all IT HR needs in Irvine campus and coordinated all project and full-time staffing.• Decreased turnover rate from 119% to 55% in 2000 for the Southeast region through a plan designed to effectively teach managers how to deal with difficult employees.• Created opportunities for strategic alliances, collaborations, and partnerships with colleges, trade schools and technical schools.nfrastructure
Mario A Valverde Education Details
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Business Finance
Frequently Asked Questions about Mario A Valverde
What company does Mario A Valverde work for?
Mario A Valverde works for Manchester Financial
What is Mario A Valverde's role at the current company?
Mario A Valverde's current role is Wealth Advisor.
What schools did Mario A Valverde attend?
Mario A Valverde attended University Of Southern California.
Who are Mario A Valverde's colleagues?
Mario A Valverde's colleagues are Tracy Huffman, Kevin Eady, Laura Navarro, Cfp®, Cdfa®, John Bossler, Mark Olson, Alan Hopkins, Ricardo De La Cruz, Ii.
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