Roselyn J Siino

Wealth Planner

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Location:

San Francisco, CA

Industry:

Financial Services

Work:

Parallel Advisors, Llc
Wealth Planner
Waypoint Wealth Partners Apr 2016 - Sep 2017
Associate Wealth Manager
Mosaic Financial Partners Sep 2013 - Sep 2014
Financial Planner
Wells Fargo Private Bank Jan 2012 - Aug 2013
Wealth Advisor Associate
Wells Fargo Private Bank Aug 2007 - Dec 2011
Wealth Planning Analyst

Education:

Golden Gate University 2012
Master of Science, Masters Santa Clara University 1999 - 2003
Bachelors, Bachelor of Science, Finance St. Ignatius College Preparatory 1995 - 1999

Skills:

Wealth Management
Strategic Financial Planning
Financial Planning
Estate Planning
Financial Advisory
Retirement Planning
Mutual Funds
Finance
Investment Advisory
Wealth Management Services
Asset Allocation
Financial Services
Private Banking
High Net Worth Individuals
Wealth
Project Management
Cash Flow
Sales Operations
Relationship Management
Cash Flow Analysis
Data Modeling
Insurance
Notary Public
Financial Planners
Investment Strategies
Trusts
California Notary Public
Sales Support
Certified Financial Planner

Certifications:

Certified Financial Planner™ Professional

Roselyn Siino

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