Rick Haro
- Role
- Assistant Vice President, Wealth Management Associate at Merrill Lynch
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Rick Haro
Listed in the “Forbes Inaugural Best-in-State Wealth Management Teams” for California…
Experience
Assistant Vice President, Wealth Management Associate
Feb 2022 — Present
Education
California State University - East Bay
Master of Public Administration (M.P.A.), Public Management
UC Santa Barbara
Bachelor of Arts (B.A.), Law and Society
Skills
- Mutual Funds
- Retirement Planning
- Wealth Management
- Equities
- Asset Allocation
- Investment Strategies
- Series 63
- Series 7
- Alternative Investments
- Asset Managment
- Banking
- Portfolio Management
- Investment Advisory
- Investments
- Uniform Combined State Law
- Securities
- Fixed Income
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