I’m interested in mentoring people from:

    Francisco Morales

    San Diego, California

    Advisor

    Mutual of Omaha

    Specialties

    check markBusiness Development

    check markSales

    check markSales Management & Operations

    Where I've Worked
    Mutual of Omaha logo

    Jul 2019 – Present

    Advisor

    Mutual of Omaha
    W

    May 2019 – Jul 2019

    Financial Representative

    West Pac Wealth Partners
    MassMutual logo

    Nov 2017 – Apr 2019

    Registered Advisor

    MassMutual
    S

    Aug 2016 – Nov 2017

    HNW Financial Advisor

    Sterling Wealth Strategies
    Bank of America logo

    Sep 2015 – Jul 2016

    Relationship Manager

    Bank of America
    M

    Apr 2015 – Sep 2015

    Sr. Relationship Banker

    Mitsubishi UFJ Financial Group, Inc
    JP Morgan Chase Bank logo

    Oct 2010 – Mar 2015

    Relationship Banker

    JP Morgan Chase Bank
    B

    Jan 2007 – Sep 2010

    Project Manager

    BH Industries (Construrama Subsidiary)
    C

    Jan 2006 – Sep 2010

    Manager

    CONSTRURAMA Tijuana
    Where I've Studied

    International Business

    Johnson &Wales University

    Bachelors, Business Management

    University of Miami

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