Omar

Omar: Email & Phone Number

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Wealth Management Advisor, Senior Vice President at Merrill Lynch|Walnut Creek, California, United States

Position:

Wealth Management Advisor, Senior Vice President at Merrill Lynch

Location:

Walnut Creek, California, United States

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Last updated: 2025-09-24
Updated: 2025-09-24

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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.

Their professional focus is Series 66, life & health agent, and capital markets across 3 core areas.

Education

Masters of Business Administration, MBA at IE Business School

Bachelor's Degree at Stanford University

Omar Namesakes

Name
Company
Position
Omar
OBI Consumer Product Ltd.
CEO
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Omar
Actualizado 24-7, LLC h/n/c AbogadoActualizado.com
Director
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Omar
Raggio Cultura
Director
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