Resumes
Resumes
Vice President - Financial Consultant
View pageLocation:
Washington, DC
Industry:
Financial Services
Work:
Charles Schwab
Vice President - Financial Consultant
Charles Schwab Jan 2015 - Sep 2018
Client Relationship Specialist
Virginia Heritage Bank Apr 2012 - Oct 2014
Post Closing Specialist
Vice President - Financial Consultant
Charles Schwab Jan 2015 - Sep 2018
Client Relationship Specialist
Virginia Heritage Bank Apr 2012 - Oct 2014
Post Closing Specialist
Education:
The University of Alabama 2016 - 2020
Bachelors, Bachelor of Science University of Alabama 2007 - 2011
The University of Alabama 2007 - 2011
Bachelors, Bachelor of Science, Marketing, Computer Science Centreville High School 2007
Bachelors, Bachelor of Science University of Alabama 2007 - 2011
The University of Alabama 2007 - 2011
Bachelors, Bachelor of Science, Marketing, Computer Science Centreville High School 2007
Skills:
Strategy
Asset Allocation
Wealth Management
Asset Allocation
Wealth Management
Certifications:
Series 7
Series 66
Aams
Financial Industry Regulatory Authority (Finra)
Series 63
Series 66
Aams
Financial Industry Regulatory Authority (Finra)
Series 63
Self Employed
View pageIndustry:
Entertainment
Work:
Cami Modle
Self Employed
Self Employed
Patient Access Team Lead
View pageLocation:
600 Los Robles Rd, Leander, TX 78641
Work:
Patient Access Team Lead
Rebecca Montoya
View page
Rebecca Montoya
View page
Rebecca Montoya
View pageLocation:
United States