Julio Caballero

Senior Analyst Corporate Finance @Charles Schwab

Dallas, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2026 — Present

Senior Analyst Corporate Finance @Charles Schwab

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Dallas, TX, US

Corporate FP & A | Revenue Planning & Forecasting

EDUCATION

2020 — 2022

Tulane University - A.B. Freeman School of Business

BSM/Master of Accounting, Accounting and Finance

2017 — 2021

Tulane University

Finance

N/A

CFA Institute

Level 1

ABOUT JULIO CABALLERO

I am a Finance Specialist at the Charles Schwab Corporation. I have a masters at accounting and bachelor’s degree in finance at the A.B Freeman School of Business at Tulane University. My experience working in MAXIMAI Investment Partners, Charles Schwab and Burkenroad Reports at Tulane University has helped me develop excellent communication skills, both written and verbal. My long-term career goal is to secure a position as a financial analyst in a company where I can continue to grow intellectually and professionally. With good insight into how the financial sector works and a background in accounting, I am convinced that my career aspirations will put me in a path of making a difference in my country, Nicaragua. I have dual citizenship in Nicaragua and the United States.

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Julio Caballero — Senior Analyst Corporate Finance at Charles Schwab in Dallas, TX, US | Unifers