Position:
Sr. Preferred Relationship Manager at BBVA Compass
Work:
BBVA Compass
since Jul 2010
-
Sr. Preferred Relationship Manager
Merrill Lynch
Oct 2008 - Jul 2010
-
Financial Advisor
JP Morgan Chase
Dec 2003 - Oct 2008
-
Vice President
TD Waterhouse
Aug 2002 - Dec 2003
-
Investment Consultant
to Mass Mutual
Aug 2002 - Aug 2002
-
Financial Advisor
Fiserv Investor Services
Oct 2000 - Jan 2002
-
Operations Specialist/Customer Service
Education:
University of Houston 2008 - 2010
Masters, MBA
University of Houston, C.T. Bauer College of Business 2008 - 2010
MBA, Leadership
University of Texas 1993 - 1996
BBA, Finance
Skills:
Customer Service, English, Spanish, Credit, Banking, Insurance, Funding, Equities, Financial Planning, Word, Excel, PowerPoint, Customer Relations, Problem Solving, Negotiation, Consulting, Business Analysis, Financial Analysis, People-oriented, Italian, MBA, Cultural Awareness, Cultural Diversity, Listener, Communication, Multicultural, Multi Tasking, Sales Presentations, Public Speaking, Critical Thinking, Strategic Financial Planning, Microsoft Excel