Holly Ornelas is a eficient expert, working in Ivy Investments main office of which is in 49. on the position of Regional Vice President since 2020. Holly has earned professional experience in more than four positions at various companies. Holly Ornelas went to the University of Nevada - Las Vegas - College of Business and got education there from 2015 to 2018. San Mateo, California is the area, where the professional was known to settle. This expert's email address and phone number can be accessed through this website on demand.
Name variants:
Holly Ornelas
Contact Information
Last Update
Jul 7, 2022
Email
ho**@gmail.com, ho**@ornelas.org
Location
San Mateo, CA
Company
Ivy Investments
Workplace
Regional Vice President
Work History
Senior Regional Associate
11988 El Camino Real SUITE 600, San Diego, CA 92130
Internal Wholesaler for Midwest Territory
Aug 1, 2002 — Nov 1, 2005
Regional Director
420 Montgomery St, San Francisco, CA 94129
Wells Fargo Securities delivers a comprehensive set of capital markets products and services to customers, including originating and distributing public debt and equity, hedging interest rat...
from Nov 2005
Senior Client Services Associate
1585 Broadway, New York, NY 10003
Mar 1, 1999 — Aug 1, 2002
Education
1994 — 1998
1994 — 1996
Occupations
Executive
Regional Vice President
Accountant
Finance and Accounting Specialist
Supporting Member
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Series 7
Mutual Funds
Series 63
Asset Allocation
Investments
Alternative Investments
Asset Management
Portfolio Management
Securities
Investment Strategies
Financial Services
Equities