Name: Salvador Diaz III
Company: Caldera Wealth Management Group
Job title: Asesor Financiero Sr. @ Caldera Wealth Management Group/Asesor para Propietarios de Negocios
Country of Residence: United States
Precise location: Las Vegas, Nevada Area
Website of the company :
calderawealth.com /
Size of the company : sign up to find out
More Informations About This Profile (Education, Experience, Skills, etc...)
Education & Professional Experience
has studied at University of Nevada-Las Vegas in Finance, then at Advanced Technologies Academy in Banking & Finance between 1995 and 1999.
worked for Mutual of Omaha Bank as Wealth Management Advisor II between Jun 2010 and Aug 2013, for MassMutual Financial Group as Financial Advisor between Jun 2009 and Jun 2010, for Bank of America as VP, Client Manager between Jun 1998 and Apr 2009.
Skills & Competences
has the following skills : Asset Allocation, Investment Management, Business Strategy, Finance, Retirement Planning, Strategic Finance, Wealth Management, Investments, Personal Finance, Mutual Funds, Portfolio Management, Investment Advisory, Investment Strategies, Financial Services, Employee Benefits, 529 Plans, Leadership, Insurance, Securities, 401k.
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