Jubisa Montes

About Jubisa Montes

As a Schwab Financial Consultant, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you.I can assist you with:• Wealth management• Investing• Portfolio analysis• College planning• And moreAnd you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 41••••••41 or email me at: J••••••••@schwab.com.

Experience

1. VP, Financial Consultant

   Charles Schwab

   Feb 2019 — Present · San Francisco, CA, US

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Education

• W. P. Carey School of Business – Arizona State University

  Bachelor of Science (BS), Marketing

  2008 — 2012

• Argosy University

  Master of Business Administration (M.B.A.), Business Administration and Management, General

  2014 — 2014

• W. P. Carey School of Business – Arizona State University

  Bachelor of Science (BS), Entrepreneurial and Small Business Operations

  2008 — 2012

Skills

• Time Management
• Leadership
• Always Punctual
• Building Relationships
• Business Ethics
• Adobe Acrobat
• Public Speaking
• Event Management
• Highly Dedicated
• Social Media Marketing
• Powerpoint
• Microsoft Excel
• Event Planning
• Marketing Communications
• Crm
• Fine Art
• Photoshop
• Spanish-Speaking
• Ballet
• Microsoft Office
• Sales
• Customer Service
• Bilingual
• Marketing
• Social Skills
• Market Research
• Digital Marketing
• Computers
• Customer Oriented
• Organization