Victor Lemay
Regional Vice President at Capital Group | American Funds
- Role
- Wealth Management Consultant at Capital Group
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Victor Lemay
I am a Wealth Management Consultant at Capital Group, home of American Funds, covering…
Experience
Wealth Management Consultant
Apr 2023 — Present · San Francisco Bay, CA, US
Education
Wayland Baptist University
Bachelor of Business Administration (B.B.A.)
2007 — 2011
Wayland Baptist University
Master of Public Administration (M.P.A.)
2011 — 2014
Skills
- Economics
- Leadership
- Series 63
- Loans
- Sales
- Series 6
- Financial Planning
- Mortgage Lending
- Investments
- Sales Management
- Investment Strategies
- Negotiation
- Sales Process
- Management
- Investment Advisory
- Financial Services
- Financial Advisory
- Retirement Planning
- Retail Banking
- Series 65
- Credit
- Banking
- Asset Allocation
- Mutual Funds
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