Angelo Valdez
Financial Services Professional at NYLIFE Securities specializing in Retirement, Estate and Business Planning.
- Role
- Financial Services Representative at NYLIFE Securities LLC
- Location
- Albuquerque, NM, US
- LinkedIn followers
- 500 followers
About Angelo Valdez
I offer a variety of products and services focused on assisting families and businesses…
Experience
Financial Services Representative
Jan 2014 — Present
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Education
University of Phoenix
Master of Business Administration (M.B.A.), Marketing
2008 — 2009
Universidad de Guanajuato
Spanish, History
2000 — 2000
The University of New Mexico
BA, Marketing and Operations Management
1995 — 2000
Skills
- Mutual Funds
- Contract Negotiation
- Account Management
- Retirement Planning
- Supplements to Employee Benefits
- Market Analysis
- Sales
- Retirement Income Strategies
- Business Planning
- Strategic Planning
- Business Development
- 401k Rollovers
- Sales Presentations
- Life Insurance Strategies
- Investments
- Market Research
- Cross-Functional Team Leadership
- Marketing Strategy
- Marketing
- Team Building
- Buy-Sell Agreements
- Market Planning
- Sales Operations
- Estate Planning
- Team Leadership
- Life Insurance
- Direct Sales
- Customer Satisfaction
- Leadership
- B2b
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.