Joseph Garza
Vice President at Merrill
- Role
- Financial Advisor at Merrill Lynch
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About Joseph Garza
Dynamic professional with extensive experience in the financial industry, client service, credit analysis, and client relationship management. Proven track-record of cultivating client relationships while driving overall company revenue. Conducts effective client acquisitions, and deepens existing relationships through cross-selling, accelerating relationship profitability, and client satisfaction. Develops relationships with variety of clients including business owners, CEOs and CFOs, and community consumers. Tremendously focused and goal-driven with a proven track record of projecting, identifying, analyzing and implementing solutions to a series of complex situations with measurable identifiable results. Collaborative leader who enjoys working with colleagues and senior management from diverse backgrounds.
Experience
Financial Advisor
Sep 2014 — Present
Education
California State University, Fullerton
Bachelor's degree, Finance, Insurance and Risk Management
2010 — 2014
EUDE Business School
Master of Business Administration - MBA, Business Administration and Management, General
Skills
- Fha
- Usda
- Mortgage Banking
- Sales
- Cross Selling
- Financial Services
- Va Loans
- Portfolio Management
- Loans
- Consumer Lending
- Financial Analysis
- Finance
- Residential Mortgages
- Relationship Management
- Banking
- Risk Management
- Financial Planning
- Mortgage Lending
- Investments
- Fha Financing
- Credit
- Wealth Management
- Loan Origination
- Strategy
- Refinance
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