Angela Yasharel

Vice President - Private Client Associate

Angela Yasharel is a eficient expert, working in U.s. Trust as a Vice President - Private Client Associate since 2018. This expert gained professional experience in more than seven positions at different companies. Angela Yasharel went to the California State University-Northridge and was studying there. Los Angeles, California is the city, where the professional was lastly known to be located. This professional's contacts can be accessed through this website on demand.
Name variants:
Angelica Yasharel, Angelina Yasharel, Angeline Yasharel, Angel Yasharel, Angie Yasharel
Last updated Jun 19, 2024

Contact Information

Last Update
Jan 29, 2016
Email
an**@aig.com, an**@yasharel.com
Location
Los Angeles, CA
Company

Workplace

Vice President - Private Client Associate

Knoxville, TN

Industry

Trust Management, Trusts, Nec

Work History

Vice President - Private Client Associate

from Apr 2018

Reationship Banker Ii

270 Park Ave, New York, NY 10010
Dec 2016 — Mar 2018

Business Development Consultant

60 State St SUITE 700, Boston, MA 02109
Provide business-development support and practice-management expertise to independent financial advisors. Consult with independent financial advisors and product managers across all channels...
Feb 2016 — Dec 2016

Vice President - Senior Strategic Account Manager

Acting as lead relationship liaison between AIG Life and our partner firms. Understanding the culture, business objectives, products and services of both organizations. Developing and implem...
Sep 2010 — Feb 2013

Regional Vice President

Jan 2005 — Jan 2009

Regional Vice President

Aig
175 Water St, New York, NY 10038
Devised strategies for improving marketing to wealth management and the Financial Advisor community. Developed highly effective communications and customer contact methods to expand business...
Jan 2005 — Jan 2009

Loan Officer

May 1998 — Jan 2005

Occupations

Executive
Vice President
Advisor
Sales Specialist
Relationship Manager
Accountant
Finance and Accounting Specialist
Regional Vice President
Chief Executive
Account Service Manager
Customer Service
Accounting Bookkeeper
Bookkeeper

Skills

Series 6
Series 63
CA Insurance License
Fixed Annuities
Series 7
Retirement
Life Insurance
Mutual Funds
Retirement Planning
Wealth Management
Insurance
401k
Term Life Insurance
Investments
Securities
Strategic Financial Planning
Financial Services
Long-term Care
Finra Series 7
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