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Daniel Vasquez
Specialist, Brokerage Service Representative @Charles Schwab
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WORK HISTORY
Specialist, Brokerage Service Representative @Charles Schwab
Omaha, NE, US
Helped transact on client accounts of various net worth and weath brackets. • Worked with financial advisors and clients alike in explaining different types of investments we offer, how each investment affects their accounts, and explain what documents are needed to support the actions they wanted to undertake. • Coached other colleagues on how to best take client and adviser calls as well as provide the necessary information they need to succeed and improve upon the client experience.
EDUCATION
Florida International University
Bachelor of Arts - BA, Economics
ABOUT DANIEL VASQUEZ
Series 7 and Series 63 Licensed Registered Representative at Charles Schwab.
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