Chris Cordova
Manager - Advice & Wealth Management
- Role
- Advice & Wealth Management Client Manager at Vanguard
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
Experience
Advice & Wealth Management Client Manager
Jun 2022 — Present · Scottsdale, AZ, US
Education
University of Arizona
Bachelor of Science (BS), Finance, General
2009 — 2013
Skills
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Derivatives
- Financial Analysis
- Series 7
- Finance
- Microsoft Word
- Microsoft Office
- Sales
- Retirement Planning
- Equities
- Relationship Management
- Financial Modeling
- Analysis
- Financial Services
- Investment Strategies
- Customer Service
- Powerpoint
- Microsoft Excel
- Financial Planning
- Entrepreneurship
- Wealth Management
- Bloomberg
- Real Estate Financing
- Investments
- Asset Management
- Securities
- Public Speaking
- Leadership
- Series 63
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