Viet Lazo Valenzuela

Current

• Investment Consultant at TD Ameritrade

Past

• Financial Education Specialist at Citibank
• Financial Advisor at American Express
• Vice President at Miraya Foods International

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Education

• Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
• University of the Philippines

Recommended

1 person has recommended Viet Lazo

Connections

95 connections

Industry

Investment Management

Viet Lazo Valenzuela’s Summary

Banking and financial services professional with expertise in providing client–driven financial solutions. FINRA licensed financial education specialist trained in the delivery of highly developed learning programs. Skilled in the planning and implementation of integrated sales and marketing programs. Keen understanding of business strategy gained from senior management responsibilities and diverse work experience.

Viet Lazo Valenzuela’s Specialties:

FINRA Series 7 and Series 66, California Life and Health

Viet Lazo Valenzuela’s Experience

• Investment Consultant

  TD Ameritrade

  (Public Company; 1001-5000 employees; AMTD; Financial Services industry)

  June 2008 — Present (7 months)

• Financial Education Specialist

  Citibank

  (Public Company; 10,001 or more employees; C; Financial Services industry)

  2004 — 2008 (4 years)

• Financial Advisor

  American Express

  (Public Company; 10,001 or more employees; AXP; Financial Services industry)

  2002 — 2003 (1 year)

• Vice President

  Miraya Foods International

  (Privately Held; 11-50 employees; Import and Export industry)

  1994 — 2000 (6 years)

Viet Lazo Valenzuela’s Education

• Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management

  MBA, International Business, 1992 — 1994

  Activities and Societies:

  President, International Business Association

• University of the Philippines

  BA, Humanities (Interdisciplinary Studies), 1982 — 1986

  Activities and Societies:

  President, Humanities Society

Additional Information

Viet Lazo Valenzuela’s Groups:

•    The Peter F. Drucker & Masatoshi Ito Graduate School of Management Alumni Group
•    Citi Network
•    Ogilvy: Past, Present & Future

Viet Lazo Valenzuela’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch