Eddy Montalvo
Financial Advisor at Wells Fargo Advisors
- Role
- Financial Advisor at Wells Fargo Advisors
- Location
- Melbourne, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Eddy Montalvo
Committed to providing comprehensive financial planning with integrity, hard work, trust,…
Experience
Financial Advisor
Jan 2025 — Present · US
Education
Utah Valley University
Bachelor of Science (BS), Personal Financial Planning
2012 — 2015
Dale Carnegie Training
Sales
2003 — 2003
University of Utah
Finance, General
2012 — 2012
Skills
- Commercial Mortgages
- Microsoft Excel
- Investments
- Real Estate
- Financial Advisory
- Financial Planning
- Mortgage Lending
- Portfolio Management
- Loans
- Management
- Health Insurance
- Refinance
- Credit
- Strategic Planning
- Financial Services
- Banking
- Risk Management
- Retirement Planning
- Recruiting
- Marketing
- Series 63
- Veterans
- Microsoft Office
- Sales
- Series 66
- Life Insurance
- Finance
- Financial Analysis
- Customer Service
- Mergers & Acquisitions
- Small Business
- Series 7
- Leadership
- Business Development
- Middle Market
- Wealth Management
- Loan Origination
- Consulting
- Commercial Lending
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