Jp Barela
VP - Financial Consultant at Charles Schwab
- Role
- Vp-financial Consultant at Charles Schwab
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Vp-financial Consultant
Feb 2018 — Present
Education
Whittier College
Business Administration and Management, General
2006 — 2007
City University of New York
Business Administration and Management, General
2007 — 2008
Arizona State University
Bachelor of Business Administration (BBA)
2008 — 2011
Skills
- Strategy
- 401k Rollovers
- Microsoft Excel
- Powerpoint
- Leadership
- Microsoft Office
- Asset Lead Generation
- Financial Analysis
- Interpersonal Skills
- Microsoft Word
- Strategic Planning
- Interpersonal Communication
- Relationship Building
- Asset Allocation
- Portfolio Management
- Customer Service
- Investments
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