Leonardo Bolanos
- Role
- Bmo Wealth Management - U s at BMO Wealth Management - U.S.
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Leonardo Bolanos
Experienced Wealth Strategist with a demonstrated history of working with ultra-high net…
Experience
Bmo Wealth Management - U s
Present
Skills
- Series 63
- Estate Planning
- Series 7
- Commercial Lending
- Ctfa
- Investments
- Credit
- Portfolio Management
- Loans
- Asset Allocation
- Banking
- Mutual Funds
- Small Business Lending
- Private Banking
- Strategic Financial Planning
- Wealth Management Services
- Uniform Combined State Law
- Customer Service
- Management
- High Net Worth Individuals
- Investment Advisory
- Retirement Planning
- Wealth Management
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