Carlos M. Alvarez
VP - Sr. Wealth Consultant
- Role
- VP - Sr Wealth Consultant at Charles Schwab
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Carlos M. Alvarez
As a Schwab Sr. Wealth Consultant, it’s my job to help you create a better financial…
Experience
VP - Sr Wealth Consultant
Feb 2025 — Present · Orlando, FL, US
Education
University of Central Florida
Bachelors of Science, Business Administration
2004 — 2009
Skills
- Microsoft Office
- Leadership
- Social Media
- Data Analysis
- Research
- Call Centers
- Team Leadership
- Event Planning
- Outlook
- Campusvue
- Team Building
- Training
- Press Releases
- Microsoft Word
- Powerpoint
- Microsoft Excel
- Leadership Development
- Inventory Management
- Coaching
- Student Financial Aid
- Customer Service
- Accounting
- Critical Thinking
- Management
- Marketing
- Finance
- Time Management
- Strategic Planning
- Financial Analysis
- Sales
- Retail
- Data Entry
- Analysis
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