Manuel Villagomez is a high-level professional, that works in Oneamerica main office of which is in 164. on the position of Relationship Director from 2020. This person gained professional experience in more than seven positions at various companies. Manuel Villagomez went to the California State University, Fullerton and was studying from 2011 to 2014. Manuel has such professional qualifications as Series 7, Series 66, and California Life & Health Insurance. Corona, California is the area, where this expert was lastly known to be located. This person's email address and number can be accessed through this website on demand.
Name variants:
Manny Villagomez,
Mannie Villagomez
Last updated Jun 05, 2024
Contact Information
Last Update
Jul 8, 2022
Email
ma**@hotmail.com, mv**@schoolsfirstfcu.org
Location
Corona, CA
Company
Workplace
Colleagues
Work History
Retirement Plan Consultant
130 Theory SUITE 200, Irvine, CA 92617
Precept Advisory Group (PAG) is a Registered Investment Advisory (RIA) firm solely focused on offering plan consulting and ERISA 3(21) investment fiduciary services to retirement plans. Our ...
from Dec 2016
Financial Strategist
Newport Beach, CA
Manuel Villagomez (CA Insurance License 0G68316) is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory ...
Apr 2016 — Dec 2016
Operations Management
2115 north Broadway, Santa Ana, CA 92706
Member Service Representative IV - Branch Lead
Sep 1, 2011 — Feb 2016
Wrestling Official
Youth and High School Wrestling Official.
from Nov 2015
Retirement Planning Associate
2115 north Broadway, Santa Ana, CA 92706
Utilize financial consultations tools to assess and determine clients’ assets, liabilities, cash flow and financial objectives.
Identify and recommended opportunities of financial growth t...
Nov 2005 — Aug 2011
Branch Operations Management
2115 north Broadway, Santa Ana, CA 92706
Supervised operations team and ensured transaction accuracy and customer satisfaction.
Implemented branch training to motivate team and increase Customer Satisfaction Survey scores. Increa...
Nov 2003 — Nov 2005
Education
Occupations
Executive
Director
Counselor
Lawyer
Fiduciary
Sales Specialist
Supplier
Operations Manager
Advisor
Trust Law Attorney
Lawyer
Services Professional
Sales Representative
Skills
Banking
Customer Service
Risk Management
Financial Analysis
Credit
Finance
Loans
Portfolio Management
Leadership
Investments
Microsoft Excel
Process Improvement
Vendor Management
Life Insurance
Investment Management
Retirement Planning
401 Retirement Savings Plans
Hr Consulting
Financial Advisory
Financial Services
Event Planning
Securities
Investment Advisory
Team Building
Executive Management
Fiduciary Services
Fiduciary Management
Investment Advisory Services
Investment Research
Behavioral Finance
Third Party Vendor Management
Investment Fiduciary
401K Plan Consultant