With work experience over 15 years, Wilson Munoz is nowadays working at Northeast Planning Corporation which is located in 32 as a Financial Specialist and Registered Representative. Wilson received his education from 2008 to 2011 at the Montclair State University. This expert is a qualified professional, that is proven by qualifications : Series 7, Life & Health, and Series 66. this professional speaks proficiently two languages: English and Spanish. Wilson is located in Millstone, New Jersey. To contact directly with Wilson, you can look for their phone number or email or get full information by requesting access to this expert's additional details on this website.
Name variants:
Will Munoz,
Willie Munoz,
Willy Munoz
Last updated Jun 25, 2024
Contact Information
Last Update
Jun 22, 2022
Email
wi**@gmail.com, wi**@nepcusa.com, wm**@northeastplanning.com
Location
Millstone, NJ
Company
Workplace
Financial Specialist and Registered Representative
Cranford, NJ
Industry
Financial Services
Colleagues
Work History
Financial Specialist and Registered Representative
1150 Raritan Rd SUITE 201, Cranford, NJ 07016
Professional Offerings:
Wealth Building Strategies
Wealth Preservation Strategies
Wealth Distribution Strategies
Investment Planning
Insurance Planning
Business Planning
Estate Plann...
Jul 2011 — 2017
Financial Advisor and Managing Partner
Working with individuals, families and business owners to assist them in building and protecting their wealth. Using a process which integrates a wide range of wealth solutions to organize t...
from Dec 2014
East Regional Tour Manager
1 Bowerman Dr, Beaverton, OR 97005
Responsible for providing superior training for the Nike Chance and Nike Elite Soccer Training 2.0 Mobile Tour participants and attendees.
Sep 2011 — Sep 2012
Team Assistant
100 Coliseum Dr, Cohoes, NY
Collected, processed and assisted in the creation of financial reports for high-net-worth individuals with complex financial affairs, substantial business interests, large family estates and...
Feb 2011 — May 2011
Administrator and Bookkeeper
Processing and monitoring inventory orders into internal POS system as well as performing reconciliation functions. Preparing monthly and quarterly sales and inventory reports for Senior Man...
Aug 2003 — Apr 2011
Education
2008 — May 2011
2006 — 2008
Occupations
Financial Broker
Financial Consultant
Executive
Managing Partner
Financial Specialist
Financial Services Professional
Representative
Accountant
Finance and Accounting Specialist
Financial Services Sales Agent
Partner
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Financial Planning
Investments
Business Planning
Cash Flow
Estate Planning
Cash Flow Analysis
Insurance
Financial Advisory
Financial Analysis
Tax Strategies
Financial Planners
Finance
Accounting
Social Media
Customer Service
Leadership
Management
Microsoft Excel
Retirement
Retirement Planning
Sales
Small Business
FAQs about Wilson Munoz
What is the main profession of Wilson Munoz?
This professional's job is Financial Advisor and Managing Partner
What jobs is Wilson Munoz proficient at at?
Wilson Munoz is proficient at Financial Broker and Financial Consultant jobs.
Where does Wilson Munoz live?
The expert lives in Millstone, New Jersey.
What is the professional's email?
Wilson Munoz's email is wi**@gmail.com and wi**@nepcusa.com.
Where did Wilson Munoz work?
The professional worked at Northeast Planning Corporation, Northeast Wealth Planners.
Where has Wilson Munoz studied?
Wilson studied at the Montclair State University from 2008 to 2011.
Are there any certifications, that Wilson Munoz has?
This expert received the following certifications: Series 7, Life & Health, and Series 66.
What languages does Wilson Munoz speak?
Wilson Munoz speaks English and Spanish.