Oscar Bujanda
Financial Services Leader | Wealth Management Strategist | McCombs MBA
- Role
- Director, Wealth Management and Relationship Consulting at Charles Schwab
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Experience
Director, Wealth Management and Relationship Consulting
Nov 2024 — Present
Education
Texas McCombs School of Business
Master of Business Administration - MBA
Northern Arizona University-The W. A. Franke College of Business
Bachelor of Science in Business Administration, Computer Information Systems
Skills
- Series 6
- Trading Platform Specialist
- Financial Analysis
- Retirement Planning
- Small Business Retirement Plans
- Life & Health Insurance Licenses
- Series 66
- Series 7
- Portfolio Management
- Charitable Giving
- Financial Planning
- Microsoft Excel
- Powerpoint
- Microsoft Word
- Banking and Credit Management
- Aams
- Public Speaking
- Leadership
- College Planning
- Investments
- Asset Allocation
- Teamwork
- Mutual Funds
- Titling and Beneficiary Designations
- Customer Service
- Retirement Plan Consulting
- Microsoft Office
- Sales
- Series 63
- Strategy
- 401k Rollovers
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