Adan Moreno
Asset Manager @Cirrus Asset Management Inc
Los Angeles, CA, US
EMAILS
a••••••@cirrusami.com
MOBILE NUMBERS
+14•••••••85
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WORK HISTORY
Oct 2018 — Present
Asset Manager @Cirrus Asset Management Inc
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SKILLS
Financial ServicesFinanceSecurities LicenseRetirement PlanningTax Free IncomeInvestmentsReal EstateFixed AnnuitiesLife & Health Insurance LicensesLeadershipManagementRetirementSpanishAnalysisMicrosoft ExcelAccountingFinancial ModelingDefined BenefitSalesSecuritiesCustomer ServiceMarketingResearchFinancial AdvisoryWealth Accumulation StrategiesDefined ContributionMarketing StrategyPublic SpeakingMutual Funds
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