Francisco H. Itriago

Financial Advisor | Experienced Executive | Team Builder

Role
Financial Advisor at Edward Jones
Location
Raleigh, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Francisco H. Itriago

Finance executive with tested ability to help retail and corporate clients achieve their personal or corporate goals. Practitioner of active listening and engagement to understand client\'s needs. Implementer of innovative and effective recommendations and solutions by leveraging expert teams. Experience in the US and Latin America. Trusted advisor. Bilingual English / Spanish.

Experience

  1. Financial Advisor

    Edward Jones

    Oct 2023 — Present · Raleigh, NC, US

Education

  • UNC Kenan-Flagler Business School

    Master of Business Administration (MBA), Marketing & Finance

  • North Carolina State University

    Bachelor of Science - BS, Animal Sciences - Agribusiness

Skills

  • Marketing
  • Strategic Planning
  • Project Management
  • Team Leadership
  • Due Diligence
  • Change Management
  • Mergers & Acquisitions
  • Entrepreneurship
  • Business Strategy
  • Negotiation
  • Market Analysis
  • Microsoft Office
  • Planning
  • New Business Development
  • Business Development
  • Project Planning
  • Management
  • Financial Analysis
  • Management Consulting
  • Strategy
  • Marketing Strategy
  • Business Planning
  • Budgets
  • Finance

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Francisco H. Itriago — Financial Advisor at Edward Jones in Raleigh, NC, US | Unifers