Chris Ratka
Regional Bond Specialist at Charles Schwab
- Role
- Regional Bond Specialist at Charles Schwab
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Regional Bond Specialist
May 2018 — Present · Phoenix, AZ, US
Education
UNM Anderson School of Management
Bachelor of Business Administration - BBA
Skills
- Series 7
- Fixed Income
- Series 63
- Bloomberg
- Mutual Funds
- Asset Allocation
- Bonds
- Securities
- Investments
- Etfs
- Finra
- Capital Markets
- Wealth Management
- Trading
- Financial Markets
- Bloomberg Terminal
- Series 6
- Sales
- Relationship Building
- Model Portfolios
- Portfolio Optimization
- Portfolio Performance Analysis
- Iras
- 401k Rollovers
- 401(K) Retirement Savings Plans
- Retirement Planning
- Thompson One
- Series 65
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