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Armando Herrera

Armando Herrera

Foreign Exchange Intern

Followers of Armando Herrera700 followers
location of Armando HerreraTorrance, California, United States

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  • Timeline

  • About me

    Associate Portfolio Manager at EP Wealth Advisors

  • Education

    • Boston University

      2000 - 2004

  • Experience

    • FleetBoston Financial

      Jan 2002 - Jan 2003
      Foreign Exchange Intern

    • Deutsche Bank

      Jan 2005 - Jan 2012
      Pricing Valuations Manager

    • Harris Financial Advisors, Inc.

      Jan 2013 - Jan 2020
      Director of Operations

  • Licenses & Certifications

    • Series 65 Uniform Investment Adviser Law

      Financial Industry Regulatory Authority (FINRA)

    • CFA Level 3 Candidate

      CFA Institute
      View certificate certificate

    • Financial Paraplanner Qualified Professional

      College for Financial Planning

    • Series 7 General Securities Representative

      Financial Industry Regulatory Authority (FINRA)