Gerardo (Jerry) Latimer
gerardo19 firstname.lastname@example.org Joined November 12, 2017
I am a Financial Advisor and have been in the securities industry for over 17yrs. I worked and have experience in Portfolio Administration, Portfolio Analytics, Investment Management, Trading and Compliance. I hold an MBA with a concentration in Finance. I use a Risk Management Approach to create a fully integrated plan for managing wealth and achieve better returns in different economic environments.