Carlos X. Romano
Sales Associate @1031 Crowdfunding, LLC
Anaheim, CA, US
EMAILS
c••••••••@1031crowdfunding.com
MOBILE NUMBERS
+17•••••••05
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WORK HISTORY
Nov 2024 — Present
Sales Associate @1031 Crowdfunding, LLC
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Irvine, CA, US
1031 Exchange facilitation, guidance and product sales.
EDUCATION
1987 — 1991
Saddleback High School
HS Diploma - Honors, College Prep
2000
UC San Diego
Bachelor of Science, Management Science and Economics
SKILLS
RolloversAccount ManagementGoldmineAsset ManagementFinraEquity TradingSalesforce.comCoverdellSales Force DevelopmentSecurities LicenseMacPortfolio ManagementCompetitive AnalysisTerritory ManagementSellingGeneral Securities PrincipalBusiness Relationship ManagementIncome for LifeSeries 24Cross-Functional Team LeadershipWholesalingAdministrationIrasSeries 63Series 7Financial AdvisoryRoth IraFinancial AdviceAlternative InvestmentsSales OperationsSecuritiesWindows 10Customer ServiceCustomer RelationsData AnalysisTradingInside SalesInvestmentsBrokersMicrosoft Office
ABOUT CARLOS X. ROMANO
Results-focused, flexible, dynamic and self-motivated individual with strong financial…
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