DAVID C ZUNIGA
Electrician at Oelkers, San Antonio, TX

Investment Sales & Service Call Center Executive at USAA

Executive Office

USAA - San Antonio TX since Jun 1996 - Investment Sales & Service Call Center Executive NationsBanc Mortgage 1994 - 1996 - MAPS

Cannon Financial Institute 2008 - 2009
Certified Wealth Strategist Kaplan College-Dallas 2007 - 2007
Texas Realtor License College for Financial Planning 2005 - 2006
CFP, Certified Financial Planner College for Financial Planning 2003 - 2004
Chartered Retirement Planning Counselor (CRPC) College for Financial Planning 2003 - 2003
Accredited Asset Management Specialist (AAMS) FINRA / NASD 1997 - 1999
Series 6, 7, 24, 63, 65 NationsBank 1994 - 1996
Management Associate Program (MAPS) Texas A&M University 1990 - 1994
BBA, Management

Call Center, Strategic Planning, Wealth Management, Financial Planning, Investments, Retirement Planning, Securities, Customer Experience, Change Management, Annuities, Retirement, Investment Strategies, Compliance, Executive Management, Customer Service, Sales Management, Personal Finance, Coaching, Cross-functional Team Leadership, Business Management

English, Spanish

Group 1 Life & Health License, Texas Department of Insurance
Accredited Asset Management Specialist (AAMS), College for Financial Planning
Chartered Retirement Planning Counselor (CRPC), College for Financial Planning
Certified Financial Planner (CFP), CFP Board of Standards
Realtor license, Texas Real Estate Commission (TREC)
Certified Wealth Strategist (CWS), Cannon Financial Institute
Series 24 General Securities Principal license, FINRA / NASD
Series 7 General Securities Representative license, FINRA / NASD
Series 63 Uniform Securities Agent State Law, FINRA / NASD
Series 65 Uniform Investment Adviser Law license, FINRA / NASD

Photogrammetric at Stewart & Associates

Security and Investigations