Veronica Otero

Role
VP - Financial Consultant at Charles Schwab
Location
Phoenix, AZ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. VP - Financial Consultant

    Charles Schwab

    Nov 2022 — Present

Skills

  • Finance
  • Powerpoint
  • Customer Service
  • Student Loans
  • Outlook Express
  • Financial Analysis
  • Strategic Financial Planning
  • Microsoft Office
  • Peoplesoft
  • Research
  • Financial Accounting
  • Financial Statements
  • People Skills
  • Leadership
  • Financial Aid Administration
  • Admissions
  • Cost Accounting
  • Leadership Development
  • Financial Reporting
  • Higher Education
  • Customer Retention
  • Microsoft Excel
  • Risk Assessment
  • Training
  • Tax Accounting
  • Customer Satisfaction
  • Hold Series 7
  • Staff Development
  • Public Speaking
  • Microsoft Word
  • Financial Risk
  • Managerial Finance
  • Student Financial Aid

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