Adan Moreno

Asset Manager at Cirrus Asset Management Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Native or bilingual proficiency
  • Spanish Native or bilingual proficiency

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Bio

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Credentials

  • Series 66
    Financial Industry Regulatory Authority (FINRA)
    Oct, 2014
    - Nov, 2024
  • Series 7
    Financial Industry Regulatory Authority
    Jun, 2014
    - Nov, 2024
  • Series 63
    Financial Industry Regulatory Authority
    Dec, 2012
    - Nov, 2024
  • Series 6
    Financial Industry Regulatory Authority
    Sep, 2012
    - Nov, 2024

Experience

  • Cirrus Asset Management Inc.
    • United States
    • Real Estate
    • 100 - 200 Employee
    • Asset Manager
      • Oct 2018 - Present

  • The BM Group
    • Greater Los Angeles Area
    • Director Asset Management
      • Dec 2015 - Sep 2018

      We build/acquire, operate, finance, and manage affordable and market rate apartments around the United States. We build/acquire, operate, finance, and manage affordable and market rate apartments around the United States.

  • Eagle Strategies, LLC
    • Financial Services
    • 200 - 300 Employee
    • Investment Advisor
      • Oct 2014 - Jan 2016

  • New York Life Insurance Company
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Services Representative
      • 2012 - 2014

Education

  • Loyola Marymount University
    Bachelor of Arts, Spanish Language and Literature
    2008 - 2012
  • Loyola Marymount University
    Minor, Economics
    2008 - 2012

Community

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