Francisco H. Itriago
Financial Advisor | Experienced Executive | Team Builder
- Role
- Financial Advisor at Edward Jones
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
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
Financial Advisor
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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