Oscar Longoria
Private Wealth Advisor | Unleashing Financial Success with a Personal Touch - Guiding High-Net-Worth Individuals, Families, and Organizations towards Prosperity, One Dollar and One Smile at a Time!
- Role
- Private Wealth Advisor at BMO Wealth Management - U.S.
- Location
- Naperville, IL, US
- LinkedIn followers
- 500 followers
About Oscar Longoria
As a Private Wealth Advisor, I specialize in helping high-net-worth individuals, families, and organizations achieve their financial goals. With a focus on building strong relationships, I work closely with clients to understand their lifestyles, careers, philanthropic interests, and wealth planning objectives. By leveraging my expertise in wealth management and investment strategies, I create customized solutions tailored to their specific needs. Let\'s connect and explore how I can assist you in reaching your financial goals.
Experience
Private Wealth Advisor
Dec 2019 — Present · Chicago, IL, US
Education
DePaul Driehaus College of Business
MBA, Finance
2007
Illinois Institute of Technology
BSME, Mechanical Engineering
The University of Chicago Booth School of Business
Certified Private Wealth Advisor® , CPWA® Certification Program
Skills
- Financial Modeling
- Financial Planning
- Financial Analysis
- Analysis
- Wealth Management Services
- Portfolio Management
- Portfolio Performance Analysis
- Finance
- Truss Gluer
- Business Process Improvement
- Strategic Planning
- Management
- Salesforce.com
- Project Management
- Asset Management
- Strategy
- Banking
- Investments
- Personal Financial Planning
- Wealth Management
- Relationship Management
- Process Improvement
- Financial Services
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