Robert Torres Email & Phone Number

Salt Lake City, UT, US

Salt Lake City Metropolitan Area

As a Business Development Officer at VFI Corporate Finance, you focus on expanding financing opportunities by offering 100% financing solutions through in-house lenders. Your role involves identifying potential clients, building relationships with businesses in need of capital, and structuring customized financing packages to support their growth and.

Salt Lake City Metropolitan Area

About Me:With a rich financial industry background, I'm passionate about delivering holistic solutions for financial well-being, safeguarding against uncertainties, and fostering sustainable wealth growth.Role & Expertise:I excel in crafting personalized insurance packages for individuals, covering life and wealth protection. Objective:My primary goal is.

Salt Lake City Metropolitan Area

Financial Consultant to Charles Schwab’s high net worth clients and companies providing a holistic approach of current and long-term investment objectives. Coordinate with partners to address client investment, banking, corporate trust services, tax and estate needs. Hosting prospecting events to expand services to existing clients or prospects. Focusing.

Salt Lake City, Utah, United States

With a focus on Small Business and Self-Employed Advisory services at Merrill Lynch, I played a crucial role in providing financial guidance and tailored solutions to small businesses and self-employed individuals. My primary focus was on business banking and lending solutions, helping my clients achieve their financial goals and grow their businesses..

Financial Consultant to Charles Schwab’s high net worth clients and companies providing a holistic approach of current and long-term investment objectives. Coordinate with partners to address client investment, banking, corporate trust services, tax and estate needs. Hosting prospecting events to expand services to existing clients or prospects. Focusing.

Sandy, Utah, United States

As an experienced advisor at E*TRADE, I had the privilege of providing comprehensive financial guidance to clients, helping them navigate the complex world of investing and wealth management. My role involved building and maintaining strong relationships with clients, understanding their unique financial goals, and tailoring investment strategies to suit.

Sandy, Utah, United States

As a Financial Representative at E*TRADE, my responsibility was to proactively engage with clients who actively trade stocks, options, and other financial instruments. You will focus on building and maintaining relationships with these clients, driving sales, and providing exceptional customer service to help them achieve their financial goals. Your role.

Salt Lake City, Utah, United States

Provide expert guidance to clients on 529 college savings plans and Uniform Transfers to Minors Act (UTMA) accounts, tailoring investment strategies to individual financial objectives.Develop and maintain strong client relationships through proactive outreach and personalized support with a strong focus on referring clients to Schwab's broad financial.