Benjamin Lewis Agron

Benjamin Agron

Financial Advisor

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Location:

San Francisco, CA

Industry:

Financial Services

Work:

Capital Advantage, Inc.
Financial Advisor
Mechanics Bank Jan 2013 - Feb 2014
Financial Advisor
Wells Fargo Advisors Feb 2012 - Jan 2013
Financial Advisor
Wells Fargo Oct 2009 - Feb 2012
Assistant Vice President and Private Banker and Investment Associate
Wells Fargo Sep 2003 - Jan 2010
Assistant Vice President and Community Banking Manager

Education:

California Polytechnic State University - San Luis Obispo 1999 - 2003
Bachelors, Bachelor of Arts, Bachelor of Arts In Business Administration, History Ben - Gurion University of the Negev 2001 - 2002

Skills:

Investments
Financial Planning
Retirement Planning
Wealth Management
Asset Allocation
Private Banking
Banking
Relationship Management
Series 7
Mortgage Lending
Loans
Finance
Portfolio Management
Etfs
Mutual Funds
Bonds
Alternative Investments
Structured Products
Stocks
Series 63
Financial Services
Credit
Investment Strategies
Sales Management
Retail Banking
Uniform Combined State Law
Investment Advisory
Crm
Salesforce.com
Investment Advisory Services
Risk Management
Strategic Financial Planning
Financial Modeling
Small Business Lending
Commercial Lending
New Business Development
Financial Analysis
Economics
Business Development
Management
Leadership
Junxure
Portfolio Administartion

Certifications:

Chartered Retirement Planning Counselor
College For Financial Planning

Benjamin Agron

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Location:

Berkeley, CA

Industry:

Management Consulting

Skills:

San