Odalis Medianero
Financial Advisor @Merrill Lynch
Santa Rosa, CA, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Jun 2019 — Present
Financial Advisor @Merrill Lynch
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SKILLS
Protection Planning/Family SecurityLife InsuranceAccountingFinanceSmall BusinessThought LeadershipCredit AnalysisAsset ProtectionBankingMicrosoft OfficeGifting StrategiesInsurance401k RolloversLicensed Life Insurance AgentCrmProject ManagementFinancial AnalysisAnnuity SalesKey Person ProtectionCustomer ServiceCommunicationBusiness PlanningRetirement PlanningMulti-Tasking SkillsLicensed in Long Term Care InsuranceManagementLegaciesWealth Preservation PlanningMulti-Generational Wealth TransferRisk Management
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