Carla Nahas de Laurentiz
Wealth Management at Merrill Lynch
- Role
- Wealth Management at Merrill Lynch
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Management
Apr 2018 — Present · San Francisco, CA, US
Education
FAAP - Fundação Armando Alvares Penteado
Bachelor of Science
University of California, Berkeley
Post Graduate Degree
Skills
- Financial Risk
- Asset Management
- Market Research
- Equities
- Financial Services
- Strategy
- Banking
- Risk Management
- Marketing Strategy
- Marketing
- Series 7
- Retirement Planning
- Strategic Financial Planning
- Fixed Income
- Investments
- Investment Advisory
- Business Development
- Wealth Management
- Portfolio Management
- Finance
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