Edmundo Javier Garza

Edmundo Javier Garza

Vorstandsvorsitzender bei Consultiva Wealth Management Corp.

Finance
Miscellaneous
Consumer Services

Profil

Mr. Edmundo J.
Garza is a Chief Executive Officer & President at Consultiva Wealth Management Corp.
He joined CONSULTIVA in 2000.
He began his professional career in 1990 as a financial advisor and planner, and later, he directed the Office of Actuarial Studies and Investments of the Employees of the Government of Puerto Rico and the Judicial Retirement Systems.
For three years, as an assistant administrator, he oversaw and reorganized the System's $ 900 million investment program and worked closely with the System's consultants and investment managers.
As a financial advisor, he has served insurance companies, credit unions, universities, and individuals.
In 1998, he was appointed Investment Manager of the Trust Division of Banco Popular de Puerto Rico, where he supervised investment procedures and supervised the purchase and sale of securities for more than 400 clients.
He was also responsible for the development of financial consulting services for the Bank's institutional clients, as well as the service of client retirement plans, personal trusts, custodian and custodial accounts.
Mr. Garza graduated with honors from the University of Puerto Rico, where he received a Bachelor's Degree in Applied Mathematics and a Master's Degree in Finance.
He is registered with FINRA as General Securities Representative (Series 7), as Principal of Financial Operations (Series 28), as Municipal Principal (Series 53), Futures Commodities (Series 3), General Securities Principal (Series 24) and is a Registered Investment Advisor Representative (Series 65).

Aktive Positionen von Edmundo Javier Garza

UnternehmenPositionBeginn
Vorstandsvorsitzender 01.04.2019
Alle aktiven Positionen von Edmundo Javier Garza

Ehemalige bekannte Positionen von Edmundo Javier Garza

UnternehmenPositionEnde
Corporate Officer/Principal -
John Hancock Variable Insurance Trust Berater -
Corporate Officer/Principal -
Corporate Officer/Principal -
Sehen Sie sich die Erfahrung von Edmundo Javier Garza im Detail an

Ausbildung von Edmundo Javier Garza

University of Puerto Rico Undergraduate Degree

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Sehen Sie sich die Erfahrung von Edmundo Javier Garza im Detail an

Beziehungen

4

Beziehungen ersten Grades

6

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

Sehen Sie sich das persönliche Netzwerk an

Unternehmensverbindungen

Private Unternehmen5

Finance

Finance

John Hancock Variable Insurance Trust

Miscellaneous

Finance

Finance

Sehen Sie sich die Unternehmensverbindungen an
  1. Börse
  2. Insiders
  3. Edmundo Javier Garza