Resumes
Resumes
Specialist Representative
View pageLocation:
Orlando, FL
Industry:
Financial Services
Work:
Charles Schwab
Specialist Representative - Global Services
Charles Schwab Sep 2018 - Jun 2019
Specialist - Advisory Custody and Trading
Charles Schwab Sep 2017 - Aug 2018
Associate - Advisor Custody and Trading
First Savings Bank Aug 2015 - Aug 2017
Commercial Credit Analyst
Bank of America Apr 2010 - Aug 2015
Personal Banker
Specialist Representative - Global Services
Charles Schwab Sep 2018 - Jun 2019
Specialist - Advisory Custody and Trading
Charles Schwab Sep 2017 - Aug 2018
Associate - Advisor Custody and Trading
First Savings Bank Aug 2015 - Aug 2017
Commercial Credit Analyst
Bank of America Apr 2010 - Aug 2015
Personal Banker
Education:
The University of Texas at El Paso 2012 - 2014
Master of Business Administration, Masters, Finance The University of Texas at El Paso 2007 - 2010
Bachelors, Bachelor of Business Administration, Finance IĆ©seg School of Management 2009 - 2009
El Paso Community College 2005 - 2007
Associates, Associate of Arts, Commerce, Business
Master of Business Administration, Masters, Finance The University of Texas at El Paso 2007 - 2010
Bachelors, Bachelor of Business Administration, Finance IĆ©seg School of Management 2009 - 2009
El Paso Community College 2005 - 2007
Associates, Associate of Arts, Commerce, Business
Skills:
Microsoft Office
Financial Analysis
Customer Service
Microsoft Excel
Finance
Investments
Powerpoint
Microsoft Word
Strategic Planning
Project Management
Strategic Financial Planning
Accounting
Research
Retirement Planning
Management
Financial Reporting
Marketing
Financial Planning
Financial Modeling
Leadership
Public Speaking
Team Building
Banking
Business Strategy
Data
Financial Analysis
Customer Service
Microsoft Excel
Finance
Investments
Powerpoint
Microsoft Word
Strategic Planning
Project Management
Strategic Financial Planning
Accounting
Research
Retirement Planning
Management
Financial Reporting
Marketing
Financial Planning
Financial Modeling
Leadership
Public Speaking
Team Building
Banking
Business Strategy
Data
Languages:
Spanish
English
English
Certifications:
Series 7
Series 63
Series 9
Series 10
Series 63
Series 9
Series 10