Ruben Mendez
Charles Schwab - Derivatives Specialist
- Role
- Derivatives Specialist at Charles Schwab
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Ruben Mendez
At the intersection of market complexity and practical solutions is where I thrive. My journey from US Navy service to Chartered Financial Analyst has taught me that markets reward both discipline and continuous curiosity.In my current role as a Derivatives Specialist at Charles Schwab, I work directly with clients to provide strategic guidance on account management, derivatives trading, capital efficiency and risk mitigation. Every interaction is guided by a commitment to building trust, delivering value, and achieving client goals.I bring \"boots on the ground\" knowledge to finance as a trader and educator for clients through market volatility, behavioral challenges, and strategic positioning at Charles Schwab. During my 4+ year tenure, I witnessed the historic Charles Schwab-TD Ameritrade merger, gaining valuable insights into organizational transformation within financial services.My passion for understanding market behavior is fed by voracious reading, and applied daily in practical client scenarios. Having recently received my CFA charter, I am open to leveraging this expertise to pursue opportunities in asset management or equity research.Illinois native. DePaul University alumnus (B.S. and M.S. in Finance). US Navy veteran. Perpetual learner.
Experience
Derivatives Specialist
Jan 2021 — Present · Chicago, IL, US
Education
Moraine Valley Community College
Associate of Science - AS
2016 — 2018
DePaul University
Bachelor of Science - BS, Finance
2018 — 2020
DePaul University
Master's degree, Finance
2020 — 2023
Skills
- Interim-Management
- Betriebssysteme
- Handelsstrategien
- Unternehmensfinanzierung
- Verlagswesen
- Aktienmarkt
- Künstliche Intelligenz
- Fusionen Und Übernahmen
- Unternehmensleitung
- Finanzwirtschaft
- Projektmanagement
- Unternehmensberatung
- Online-Journalismus
- Unternehmensführung
- Unternehmensstrategie
- Bloggen
- Technologiemanagement
- Fremdfinanzierte Übernahme
- Finanzmärkte
- Software
- Aufsichtskompetenzen
- Strategisches Management
- Digitale Medien
- Vorstand
- Aktienhandel
- Equity-Bewertung
- Software-Projektleitung
- Kapitalmärkte
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.