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Michael Valadez's email & phone

Position:Wealth Advisor at Frost
Experience:27 years
Location:Boerne, Texas, United States

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Work Experience

Wealth Advisor at Frost

Apr 2024 - Current

Associate Wealth Advisor at Frost

Dec 2017 - Apr 2024

Central Associate Advisor at Frost

Apr 2017 - Dec 2017

Senior Brokerage Representative at Frost

Apr 2014 - Apr 2017

Brokerage Representative at JPMorgan Chase & Co.

Oct 2012 - Apr 2014

Wealth Advisor at Citigroup Global Capital Markets Inc.

Oct 2008 - Apr 2011

Investment Representative at USAA

Feb 1999 - Mar 2008

Michael Valadez started working in 1999, then the employee has changed 3 companies and 5 jobs. On average, Michael Valadez works for one company for 3 years 7 months.

Skills

Investment Management, Financial Advisory, Investment Strategies, Customer Relationship Management (CRM), Salesforce Lightning, Financial Planning, Client Relations, Financial Services

Frequently Asked Questions

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

Michael Valadez's minimum period of employment in various companies is 8 months.

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

On average, Michael Valadez works for one company for 3 years 10 months

What industries has Michael Valadez worked in?

Michael Valadez works in the Financial Services.

What positions has Michael Valadez held before?

Previously, Michael Valadez worked as a Associate Wealth Advisor, and Central Associate Advisor, and Senior Brokerage Representative, and Brokerage Representative, and Wealth Advisor.

How do I contact Michael Valadez?

Michael Valadez's email address is v************l@frostbank.com, phone number is +1-***-***-9468. Sign up to get contact details.

Who is the President/CEO/Director of the Frost?

The President/CEO/Director of the Frost is Kenny Wilson

Who are Michael Valadez's peers at other companies?

Michael Valadez's peers at other companies are Iyanuoluwa Jayeoba and Omotola Anna Daniel and Justin Kotze

Michael Valadez Namesakes

Name
Company
Position
M
Gridlock Sign & Safety Solutions
Freeway / Traffic Sign Technician
M
Self-employed
Option Trader

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