Sam Valero

Financial advisor serving individual investors | Focus on solutions for business owners, executives and retirees

Role
Financial Advisor at Edward Jones
Location
Los Angeles, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Sam Valero

As your Edward Jones Branch team, we believe it\'s important to invest our time to…

Experience

  1. Financial Advisor

    Edward Jones

    Feb 2016 — Present

Education

  • Whittier College

    Bachelor of Business Administration (B.B.A.)

    1990 — 1994

Skills

  • Sales
  • Sales Operations
  • Customer Retention
  • Customer Service
  • Sales Process
  • Cold Calling
  • New Business Development
  • Profit
  • Sales Presentations
  • Fleet Management
  • Sales Management
  • B2b
  • Asset Allocation Strategies
  • Direct Sales
  • Fleet Operations
  • Fleet Optimization
  • Management
  • Team Building

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