Alexis Castaneda
Charles Schwab Investor Services | Aspiring CFA
- Role
- Financial Services Representative at Charles Schwab
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Alexis Castaneda
BBA Finance graduate (UT Arlington, May 2025) focused on turning financial data into…
Experience
Financial Services Representative
Jun 2025 — Present · Southlake, TX, US
Serve as a primary contact to 30-40 clients per day, processing money movement, account updates, and platform navigation across multiple Schwab systems while ensuring compliance with SEC, FINRA, and Internal controls-Collaborate Across multiple departments to integrate information from various systems and processes, consolidating into actionable information that improve client outcomes and operational efficiency.
Education
Irving High School
Diploma of Education
The University of Texas at Arlington - College of Business
Bachelor's degree, Business Administration and Management, Finance
Dallas College North Lake Campus
Associate's degree, Science
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