Marcos Medina
Private Wealth Manager | Financial Planner at Creative Planning
- Role
- Private Wealth Manager Financial Planner at Creative Planning
- Location
- New Orleans, LA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Marcos Medina
I am a Financial Planner and Private Wealth Manager at Creative Planning, where we…
Experience
Private Wealth Manager Financial Planner
Oct 2024 — Present · Metairie, LA, US
Education
NYU School of Professional Studies
Certificate, Financial Planning
Nova Southeastern University
Bachelor’s Degree, Finance
2006 — 2010
CORAL SPRINGS CHRISTIAN ACADEMY
High School Diploma
2001 — 2006
Skills
- Microsoft Word
- Leadership
- Management
- Entrepreneur
- Microsoft Excel
- Sales Operations
- Customer Service
- Commodity
- Microsoft Office
- Sales
- Commodity Markets
- Social Networking
- Negotiation
- Commodities
- Bilingual-Spanish
- Strategic Planning
- Investments
- Options
- Teaching
- Entrepreneurship
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.