Resumes
Resumes

Specialist, Advisor Services Margins
View pageLocation:
225 west Santa Clara St, San Jose, CA 95113
Industry:
Financial Services
Work:
Charles Schwab
Specialist, Advisor Services Margins
Tiaa Jun 2004 - Jun 2017
Senior Financial Consultant
Echostar Corporation May 2003 - Jun 2004
Supervisor
Wealth Strategies Group Aug 2002 - Apr 2003
Field Representative
Computershare U.s. Apr 2002 - Aug 2002
Customer Service Representative
Specialist, Advisor Services Margins
Tiaa Jun 2004 - Jun 2017
Senior Financial Consultant
Echostar Corporation May 2003 - Jun 2004
Supervisor
Wealth Strategies Group Aug 2002 - Apr 2003
Field Representative
Computershare U.s. Apr 2002 - Aug 2002
Customer Service Representative
Education:
University of Colorado Boulder 1988 - 1992
Bachelors, Bachelor of Arts, Psychology
Bachelors, Bachelor of Arts, Psychology
Skills:
Investments
Financial Services
Financial Analysis
Microsoft Office
Insurance
Finance
Teamwork
Team Management
Team Building
Data Mining
Data Analysis
Staff Development
Coaching
Mentoring
Communication
French
German
Italian
Financial Services
Financial Analysis
Microsoft Office
Insurance
Finance
Teamwork
Team Management
Team Building
Data Mining
Data Analysis
Staff Development
Coaching
Mentoring
Communication
French
German
Italian