Albert Yambor
Advising Entrepreneurs and UHNW Families
- Role
- Vice President, Sentinel Channel Lead at Sequoia Sentinel Family Office at Sequoia Financial Group
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Albert Yambor
At Sequoia Sentinel Family Office, we live by our promise:\"Built for You.\" We are a…
Experience
Vice President, Sentinel Channel Lead at Sequoia Sentinel Family Office
Sep 2019 — Present · Cleveland/Akron, OH, US
Sequoia Sentinel Family Office is a multi-family office serving the wealth management and organizational needs of wealthy families across multiple generations.The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particularstrategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties.
Education
Ashland University
BSBA, Finance and Marketing, Cum Laude
Bryant University
Certified Financial Planner
2019 — 2020
Skills
- Microsoft Office
- Sales
- Investments
- Financial Planning
- Customer Service
- Finance
- Retirement Planning
- Leadership
- Wealth Management
- Microsoft Excel
- Banking
- Risk Management
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