Amir Dehbozorgi is a high-skilled professional, who works in Level 2 Finance as a President from 2019. Amir has earned professional experience in more than six positions at various companies. Amir Dehbozorgi went to the Uc Santa Barbara and received education from 2013 to 2015. This person has such qualifications as Series 6, Series 63, and Series 7. Carpinteria, California is the city, where the professional was known to live. Amir Dehbozorgi's phone number and email can be accessed through SoftwareOfficial on demand.
Name variants:
Amir Dehbozorgi
Last updated Jun 18, 2024
Contact Information
Last Update
Jul 9, 2022
Email
ad**@planmember.com
Location
Carpinteria, CA
Company
Level 2 Finance
Workplace
President
Work History
Investment Consultant
245 Summer St, Boston, MA 02210
Supported clients by providing comprehensive retirement plans and investment solutions to meet their
needs both now, and in the future.
Effectively engaged clients through personal intera...
Jul 2018 — Jun 2019
Assistant Vice President, Financial Solutions Advisor
100 north Tryon St, Charlotte, NC 28202
Worked with high net worth clients to provide end-to-end comprehensive advice, covering all major
financial goals and life priorities.
Built internal connections across mortgage, small bu...
Dec 2017 — Jul 2018
Financial Advisor
6187 Carpinteria Ave, Carpinteria, CA 93013
Consult with clients, determining financial needs and goals, and developing a growth plan to achieve the goals set.
Building my client base by continuously networking and marketing mys...
Apr 2017 — Dec 2017
Financial Services Representative
6187 Carpinteria Ave, Carpinteria, CA 93013
Deliver professional customer service to clients and representatives by answering all questions concerning portfolio performance, fee structures, and potential investment options Continu...
Jan 2016 — Apr 2017
Assistant
Sales cycle includes cold calling, appointment setting, analyses, and file organization.
Provided expert product-specific information to potential clients.
Strategically identified prospe...
Jun 2013 — Aug 2013
Education
2013 — 2015
2011 — 2013
2007 — 2011
Occupations
Executive
Chairperson
Accountant
Finance and Accounting Specialist
Counselor
Chief Executive
Accounting Bookkeeper
Bookkeeper
Advisor
Skills
Organization Skills
Leadership
Public Speaking
Sales
Teamwork
Marketing
Social Media
Social Networking
Customer Service
Event Planning
Microsoft Excel
Microsoft Word
Powerpoint
Research
Time Management
Microsoft Office
Finance
FAQs about Amir Dehbozorgi
What's the main profession of Amir Dehbozorgi?
Amir is a President.
What are the profession of Amir Dehbozorgi?
These person's professions are Executive and Chairperson
Where does Amir Dehbozorgi live?
Amir Dehbozorgi lives in Carpinteria, California.
What is the expert's email?
The expert's email is ad**@planmember.com.
How many companies did Amir Dehbozorgi work at?
The professional worked at six jobs.
What education does Amir Dehbozorgi have?
Amir studied at the Uc Santa Barbara from 2013 to 2015.
Are there any certifications, that Amir Dehbozorgi has?
The expert received the following certifications: Series 6, Series 63, Series 7, Life and Health Insurance License, Series 65, and Certified Financial Planner™ Professional.
What languages does Amir Dehbozorgi speak?
Amir Dehbozorgi speaks English and Italian.