Yanti Wibowo

Financial Advisor @Prudential Financial

San Diego, CA, US
EMAILS
y••••••••@prudential.com
MOBILE NUMBERS
+16•••••••75

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WORK HISTORY

Nov 2018 — Present

Financial Advisor @Prudential Financial

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San Diego, CA, US

Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs.• Develops customized ideas and solutions for each client.• Specializes in helping clients meet their protection needs through a variety of insurance products and retirement saving strategies.

EDUCATION

1993 — 1998

San Diego State University

Extended Studies - Business Administration, Business Administration, General

SKILLS

Investment BrokerageCustomer ServiceProject ManagementBroker-DealerMicrosoft ExcelSupport SystemsDatabasesMicrosoft WordErpTechnical WritingAdobe ProfessionalProcess ImprovementFinancial ServicesCrmBusiness SystemsInsuranceWeb ApplicationsMicrosoft OfficeSalesData AnalysisManagementLeadershipSoftware DocumentationTrainingUser Training

ABOUT YANTI WIBOWO

As a Financial Professional, I help individuals, families, small businesses grow their assets for the long term. I take this mission very seriously and work closely with my clients in order to recommend the appropriate products and services to help achieve their unique goals. I have the skills, knowledge and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help protect your assets.

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