Mario Velarde

Mario Velarde

Private Client Advisor at JP Morgan Wealth Management, VP-Investments
Monterey, California, United States

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Work Experience

J.P. Morgan

Private Client Advisor at JP Morgan Wealth Management, VP-Investments

2022-01-01 - Present

Bank of America Merrill Lynch

Financial Solutions Advisor

2019-04-01 - 2022-01-01

Bank of America

Relationship Manager

2018-01-01 - 2019-04-01

World Financial Group (WFG)

Marketing Director

2015-05-01 - 2019-04-01

Progressive Insurance

Claims Representative

2007-08-01 - 2014-11-01

Wachovia

Mortgage Consultant. Mortgage sales

2006-05-01 - 2007-06-01

Mercados VelMar

Store Owner/Operator

2005-06-01 - 2007-11-01

Wells Fargo Financial

Branch Manager. Sales manager for sub

2004-08-01 - 2005-11-01

Skills

asset management corporate & investment bank private banking commercial banking

Languages

No Languages Available