Citadel Penn

Citadel Penn

COO | Financial Advisor | Global Wealth Management I Mentor I Business Collaborator I Consultant I
San Marcos, California, United States

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Work Experience

AWM Global Advisors

Chief Operating Officer

2024-04-01 - Present

Go2Pix

CEO & Founder

2021-02-01 - 2022-04-01

Edward Jones

Financial Advisor

2019-04-01 - 2021-02-01

Nicolas Creative Touch

Business Development Manager

2017-12-01 - 2019-02-01

Lingsen

Quality Checker

2013-04-01 - 2015-07-01

Municipality of Echague

Administrative Assistant

2012-07-01 - 2013-03-01

Villa Diana Hotel & Resort

Auditor

2011-12-01 - 2012-06-01

Isabela Prime Distribution - Johnson & Johnson

Bookkeeper / Auditor

2010-08-01 - 2011-12-01

UNIVERSAL STOREFRONT SERVICES CORPORATION

Customer Service Representative

2009-04-01 - 2010-08-01

Skills

wealth management financing solutions retirement planning consulting succession planning investment management

Languages

English