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

  1. VP - Sr Wealth Consultant

    Charles Schwab

    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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Carlos M. Alvarez — VP - Sr Wealth Consultant at Charles Schwab in Orlando, FL, US | Unifers