Edwin de Mora
Relationship Banker at Wells Fargo
Based in Phoenix, United States
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Seniority
Staff
Department
Sales & Business Development
Location
Phoenix
Industry
Financial Services
Company size
223K
Contact information
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e•••••••@wellsfargo.com
Phone
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Background
About Edwin de Mora
Currently hold life insurance, series 6 and 63 licenses. Have experience managing personal finances of high value customers. Anything from managing daily expenses, savings and retirement to establishing Trusts and meeting investment needs. Also well versed in business banking from establishing different types of entities to helping manage accounts and providing tools to simplify banking needs. Knowledgeable in credit options including but not limited to personal loans, HELOC and SBA loans. In addition to the finance industry I have over 10 years of customer service and management experience in retail storefront.
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