Edgar de Cruz
Financial Planning Assistant at Ameriprise Financial Services, LLC
- Role
- Financial Planning Assistant at Ameriprise Financial Services, LLC
- Location
- Merced, CA, US
- LinkedIn followers
- 500 followers
About Edgar de Cruz
Graduated UC Merced with a Bachelor of Science in Business Administration & Economics along with a minor in Writing. During my time at UC Merced, I learned greatly from community members and worked alongside small business owners off-campus with introducing social media activeness, developing community relations, and enhancing growth strategies for sales performance. I developed a passion in learning how to trade stocks, options, futures and commodities but have concentrated focus in solely trading derivatives & commodities on the Foreign Exchange Market in the last 24 months. I enjoy conversations associated with Personal Development,Community Empowerment, and Global Economics. During my free time I enjoy exploring the mountains with my dog or relaxing at the lake with my spouse.
Experience
Financial Planning Assistant
Ameriprise Financial Services, LLC
Mar 2021 — Present · Merced, CA, US
Learning how to best help people make smart choices about their money & help them avoid mistakes that others have made. So that no matter what happens in the markets, the economy, or the world, they can still achieve their goals.
Education
Alliance Piera Barabaglia Shaheen Health Services Academy
High School Diploma
2012 — 2016
University of California, Merced
Bachelor of Business Administration - BBA, Business/Managerial Economics
2016 — 2020
Toastmasters
Communication & Leadership
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