Maurice P Saluan

age ~69

from Willoughby, OH

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Also known as:

Maurice Patrick Saluan
Paul M Saluan
Maurice Sallian

Connected to:

Maurice Saluan Phones & Addresses

Willoughby, OH
Strongsville, OH
Santa Monica, CA
Willowick, OH
Twinsburg, OH
Henderson, NV

Work

Company:

Payden & rygel
Sep 2018
Position:

Assistant vice president - national accounts, ria, bank trust, and dc services

Education

Specialities:

Education

Skills

Certified Investment Management Analyst • Series 7 and Series 63 Financial Certifi... • Series 65 • Mutual Funds • Wholesale • Investments • Asset Managment • Portfolio Management • Financial Advisory • Entrepreneurship • Marketing • Wealth Management • Financial Services • Strategic Financial Planning • Asset Allocation • Business Development • Customer Relationship Management • Sales • Direct Sales • Relationship Marketing • Retirement Planning • Direct Marketing • Start Ups • Finance • Financial Analysis • Securities • Risk Management • Insurance • Microsoft Excel • Sales Presentations • Public Speaking • Presentations • Building Relationships • Customer Service • Leadership • Team Building • Accredited Investment Fiduciary • Separately Managed Accounts • Variable Annuities • Life • Accident and Health • Brand Developement • Relationship Management • California Department of Insurance Licen...

Ranks

Certificate:

Accredited Investment Fiduciary® Designation

Interests

Children

Industries

Investment Management

Resumes

Assistant Vice President - National Accounts, Ria, Bank Trust, And Dc Services

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Location:

65 Ocaso St, Mission Viejo, CA

Industry:

Investment Management

Work:

Payden & Rygel
Assistant Vice President - National Accounts, Ria, Bank Trust, and Dc Services
Pnc Sep 2014 - Sep 2018
Vice President | Regional Director | External Wholesaler
Pnc Jun 2013 - Aug 2014
Hybrid Wholesaler
Pnc Apr 2012 - Jun 2013
Internal Wholesaler
Sunamerica Financial Group Jan 2011 - Apr 2012
Internal Wholesaler

Education:

Mit Sloan School of Management 2016 - 2016
John Carroll University 2002 - 2006
Bachelors, Finance John Carroll University - Jesuit University of Cleveland 2002 - 2006
Bachelors, Bachelor of Science, Business Administration, Finance

Skills:

Certified Investment Management Analyst
Series 7 and Series 63 Financial Certifications
Series 65
Mutual Funds
Wholesale
Investments
Asset Managment
Portfolio Management
Financial Advisory
Entrepreneurship
Marketing
Wealth Management
Financial Services
Strategic Financial Planning
Asset Allocation
Business Development
Customer Relationship Management
Sales
Direct Sales
Relationship Marketing
Retirement Planning
Direct Marketing
Start Ups
Finance
Financial Analysis
Securities
Risk Management
Insurance
Microsoft Excel
Sales Presentations
Public Speaking
Presentations
Building Relationships
Customer Service
Leadership
Team Building
Accredited Investment Fiduciary
Separately Managed Accounts
Variable Annuities
Life
Accident and Health
Brand Developement
Relationship Management
California Department of Insurance Licenses

Interests:

Children

Certifications:

Accredited Investment Fiduciary® Designation
Finra Series 7, Series 63, Series 65 Licenses
Certified Investment Management Analyst®
License 8268Aif