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@tdameritrade.com
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2 phones found area 619
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LinkedIn matched
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Erick Flores is listed as Marine Corps Veteran and Relationship Manager I at TD Ameritrade at TD Ameritrade, a with 10730 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at tdameritrade.com, phone signal with area code 619, and a matched LinkedIn profile for Erick Flores.
Erick Flores previously worked as Relationship Manager I at Td Ameritrade and Personal Banker II at Jpmorgan Chase & Co.. Erick Flores holds Bachelor Of Science (B.S.), Finance from San Diego State University-California State University.
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AeroLeads found 1 current-domain work email signal for Erick Flores. Compare company email patterns before reaching out.
Finance major at San Diego State University currently finishing my final year of college.
Listed skills include Microsoft Office, Business Relationship Building, Problem Solving, Microsoft Excel, and 5 others.
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A career timeline built from the work history available for this profile.
• FINRA Series 7 and 63• Managed and analyzed client relationships to tailor specific product packages to meet their needs• Served as a liaison and coordinated between the back office and clients to ensure issues were resolved in a timely manner• Cultivated and developed client relationships• Engaged and employed other partners expertise enhancing the quality of service delivered
San Diego, California
• Build lasting relationships with clients to increase retention and deposit/Investment growth• Work with business clients to help facilitate their banking needs• Assist clients with the loan and account opening process• Identify and recommend products tailored to a clients lifestyle• Ensuring account concerns are addressed and resolved
Greater San Diego Area
• Assist clients with a variety of complex and multi-layered transactions• Make recommendations to clients about a variety of products• Build rapport and deliver a welcoming customer service experience• Problem solve and assist Bankers with transactions
Greater San Diego Area
• Collaborated with a group of individuals to deliver a variety of concessions in a timely manner• Built rapport with customers and provided them with outstanding customer service• Provided recommendations and advice on a variety of products• Cleaned and maintained the coffee bars
La Jolla, Ca.
• Assisted customer in daily transactions• In-charge of financial accountability for daily activities• Provided intricate knowledge to customers on merchandise and financial options• Achieved monthly metrics assigned by management• Coordinated with team members to ensure daily goals and tasks were exceeded
Twenty-Nine Palms, Ca.
• Managed and arranged the travel of over 350+ personnel to include executive officials• Responsible for arranging meetings for Colonel’s and tracking upcoming meetings and events using Microsoft Outlook calendar• Drafted and prepared court documents for submission to the judicial circuit• Conducted and transcribed witness interviews• Coordinated with civilian personnel to facilitate the best hospitality during their stay on base• Updated and maintained an excel based database containing all current and passed court martial• Maintained Microsoft Excel spreadsheets outlining the budgets allocated per court martial and ensured budgets were followed.
Okinawa, Japan
• Responsible for the management and fulfillment of over 30+ military training exercises• Prepared and maintained records and reports for the Colonel; Assistant Chief of Staff G-1• Served as a liaison between higher headquarters and major subordinate commands• Ensured manpower requirements were met for numerous military exercises• Experience in handling and using classified documents and networks
Other employees you can reach at tdameritrade.com. View company contacts for 10730 employees →
Amy Greene
Colleague at Td AmeritradeOmaha, Nebraska, United States
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MM
Matt Mammoser
Colleague at Td AmeritradeWest Chicago, Illinois, United States
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JK
Jeff Kuxhausen
Colleague at Td AmeritradeAurora, Colorado, United States
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RB
Rob Bellamy
Colleague at Td AmeritradeLexington County, South Carolina, United States
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JA
Jeremy Ambrose
Colleague at Td AmeritradeFayetteville, North Carolina, United States
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TN
Timothy Newman
Colleague at Td AmeritradeAshburn, Virginia, United States
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MV
Michael Vibar
Colleague at Td AmeritradeBridgewater, New Jersey, United States
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JT
Jim Timmerman
Colleague at Td AmeritradeGretna, Nebraska, United States
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HC
Harry Carr
Colleague at Td AmeritradeSt Louis, Missouri, United States
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DT
Deb Teneyck (Ten-Eyek)
Colleague at Td AmeritradeUnited States
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Current undergraduate student and San Diego State University. Part of the Investment Society at SDSU and the Campus Funding Program.
Quick answers generated from the profile data available on this page.
Erick Flores works for TD Ameritrade.
Erick Flores is listed as Marine Corps Veteran and Relationship Manager I at TD Ameritrade at TD Ameritrade.
AeroLeads has found 1 work email signal at @tdameritrade.com for Erick Flores at TD Ameritrade.
AeroLeads has found 2 phone signal(s) with area code 619 for Erick Flores at TD Ameritrade.
Erick Flores is based in San Diego, California, United States while working with TD Ameritrade.
Erick Flores has worked for Td Ameritrade, Jpmorgan Chase & Co., Starbucks, Sears Holdings Corporation, and United States Marine Corps.
Erick Flores's colleagues at TD Ameritrade include Amy Greene, Matt Mammoser, Jeff Kuxhausen, Rob Bellamy, and Jeremy Ambrose.
You can use AeroLeads to view verified contact signals for Erick Flores at TD Ameritrade, including work email, phone, and LinkedIn data when available.
Erick Flores holds Bachelor Of Science (B.S.), Finance from San Diego State University-California State University.
Erick Flores is listed with skills including Microsoft Office, Business Relationship Building, Problem Solving, Microsoft Excel, Skilled Multi Tasker, Articulation, Critical Thinking, and Microsoft Outlook.
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