Mevlan Mata
VP - Financial Consultant
- Role
- Vp- Financial Consultant at Charles Schwab
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Vp- Financial Consultant
May 2019 — Present · New York, NY, US
Education
Baruch College
Bachelor of Business Administration, Finance & Investments
2010 — 2014
Skills
- Titling and Beneficiary Designations
- Analysis
- Bloomberg Terminal
- Financial Analysis
- Investments
- Asset Allocation
- Microsoft Word
- Finance
- Analytical Skills
- Wealth Management
- Corporate Finance
- Social Media
- Powerpoint
- Microsoft Excel
- Microsoft Office
- Sales
- Customer Service
- College Planning
- Public Speaking
- Leadership
- Research
- Management
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