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Omar's email & phone

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Wealth Management Advisor, Senior Vice President at Merrill Lynch
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Location

Walnut Creek, California, United States

Work Experience 30 years

Wealth Management Advisor, Senior Vice President at Merrill Lynch

Jan 2023 - Current

Director | Senior Private Wealth Advisor at Union Bank Private Bank

Jun 2020 - Jan 2023

Consultant at Quality Planning

Sep 2019 - Jun 2020

Market President at First Western Trust

Jun 2017 - Sep 2019

Senior Vice President | Private Wealth Advisor at US Bank Private Bank

Apr 2012 - Jun 2017

Senior Vice President | Wealth Advisor at Wells Fargo Private Wealth

Sep 2009 - Feb 2012

Senior Vice President | Senior Private Banker at Citi Private Bank

Oct 2002 - Jul 2009

Financial Advisor at UBS

Jun 2002 - Oct 2002

Financial Advisor at Goldman Sachs

Oct 2000 - Jan 2002

Assistant Vice President | Portfolio Manager at Wells Fargo Private Wealth

Apr 1998 - Oct 2000

Personal Banking Officer at Wells Fargo

Jan 1996 - Apr 1998

Omar started working in 1996, then the employee has changed 9 companies and 9 jobs. On average, Omar works for one company for 2 years 8 months.

Education

Masters of Business Administration, MBA at IE Business School

Bachelor's Degree at Stanford University

Frequently Asked Questions

What is Omar's minimum period of employment in the companies?

Omar's minimum period of employment in various companies is 4 months.

What is Omar's average duration of employment for different companies?

On average, Omar works for one company for 2 years 8 months

What industries has Omar worked in?

Omar works in the Financial Services.

What positions has Omar held before?

Previously, Omar worked as a Director | Senior Private Wealth Advisor, and Consultant, and Market President, and Senior Vice President | Private Wealth Advisor, and Senior Vice President | Wealth Advisor.

How do I contact Omar?

Omar's email address is o**r@ml.com, phone number is +1-***-***-6229. Sign up to get contact details.

Who is the Managing Director of the Merrill Lynch?

The Managing Director of the Merrill Lynch is Andy Sieg

Who are Omar's peers at other companies?

Omar's peers at other companies are Aaron Hagwood and Mike Carroll and Rita Sethy

Omar Namesakes

Name
Company
Position
o
Director of Artificial Intelligence

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