Felix Gutierrez

Felix Gutierrez Email and Phone Number

Associate Financial Advisor @ UFCU
Austin, TX, US
Felix Gutierrez's Location
Austin, Texas Metropolitan Area, United States
Felix Gutierrez's Contact Details

Felix Gutierrez personal email

n/a

Felix Gutierrez phone numbers

About Felix Gutierrez

Series 7 License Broker #6322283Series 63 License Securities AgentSeries 65 License Investment AdviserMortgage Loan Originator (NMLS) #1376695Health and Life Insurance License Notary Public Commission in the State of Texas US Army (Retired) Aug 1992-Feb 2013Superior performance as a recruiter earning the US Army Gold Badge for excellence.Served in the 101st Airborne for 10 years with 5 Deployments to Iraq (3), Afghanistan, and BosniaOrganized, planned and handled the logistics for 3 charity events for AUSA/YMCA raising over $70,000.Proficient in Microsoft Office, Excel, Outlook and Power Point.Bilingual in Spanish passing College Level Examination Program I and II.More than 15 years of leadership experience managing up to 25 personnel.Recognized in USA Today for Charity work with the Wounded Warrior Project.Military Education: US Army Recruiting School, US Army Station Commanders Course, Warrior Leader Course, Basic NCO Course, US Army Cavalry School, Mobile Retention Course, Automated Logistics Specialist, and AirAssault School

Felix Gutierrez's Current Company Details
UFCU

Ufcu

View
Associate Financial Advisor
Austin, TX, US
Website:
bofaml.com
Employees:
23988
Felix Gutierrez Work Experience Details
  • Ufcu
    Associate Financial Advisor
    Ufcu
    Austin, Tx, Us
  • Bank Of America Merrill Lynch
    Assistant Vice President, Financial Solutions Advisor At Bank Of America Merrill Lynch
    Bank Of America Merrill Lynch Apr 2022 - Present
    Austin, Texas, United States
  • Pnc
    Vice President, Branch Retail Executive Iv
    Pnc Apr 2017 - Apr 2022
    Austin, Texas Area
    Responsible for management and coaching of the sales, service and operational activities of banking center personnel. Maintains an exceptional level of customer service while maximizing sales in deposits, loans, insurance and investment product sales inside and outside the assigned portfolio. Monitoring and maintaining profits and losses for the banking center by building and retaining relationships with all customers. Ensuring all aspects of bank operations are in compliance with all applicable state and Federal laws, regulations and bank policies and procedures.
  • Bbva Compass
    Senior Financial Sales Advisor Ii
    Bbva Compass May 2015 - Apr 2017
    Austin, Texas Area
    * Certified Investment Representative assisting clients with retirement planing, 401(K) rollovers, investments, 529 savings plan , life insurance needs and portfolio reviews. Responsible for new account openings, cross-selling of all bank products, and exceptional customer service* Achieve sales goals established by manager through direct selling and referral of deposit, loan and investment products and services. Maximize the sale of retail products to all customers not in a portfolio. Strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers. Responsible for completing a consumer profile on new and existing customer in an effort to cross-sell and refer all bank related products and services to the appropriate banking personnel. * Maintain daily records of products sold and other management reports as required. Responsible for all aspects of consumer direct and home equity related products, to include detailed benefit description, application acceptance and processing, as well as closing. Ensure all account and loan documentation meets consumer and business lending regulations, laws and policies. Demonstrate commitment and dedication by encouraging the support of the entire team toward the attainment of branch goals. Assist customers with all service inquiries.
  • Edward Jones
    Financial Advisor (Intern)
    Edward Jones Apr 2014 - Mar 2015
    Round Rock, Texas
    Selected into the Edward Jones FA Program: 42,000 Candidates with only a 5% selection rate: Passed the Series 7, Series 65, Series 63 & Health & Life Insurance License.Completed the Know Your Customer Course Tempe, Arizona
  • Us Army
    Soldier
    Us Army Aug 1992 - Feb 2013
    Ft. Hood Texas
    Served as a Headquarters Platoon Sergeant in Fox Troop 2/3 CR at Ft. Hood/Iraq during May 2010 thru Apr 2012 responsible for the training, mentoring, moral and safety of 100 Soldiers. Trusted and accountable for over 7.5 million dollars of equipment. Recognized with exemplary leadership skills as a Platoon Sergeant
  • Screaming Eagle Poker
    President
    Screaming Eagle Poker Jan 2006 - Sep 2009
    Clarksville, Tennessee Area
    Founder of Screaming Eagle Poker a non-profit organization that held free poker tournaments for service men & women word wide. SEP have held the the largest free poker tournaments in Iraq & Afghanistan with over 10,000 of players over its tenure. SEP with the help of organizations like Sun Poker, Bluff Magazine, Poker Players Alliance, World Poker Tour were able to host these free events from the donations of sponsors . Thanks to the help from Poker Pros Mike Sexton & Kenna James they were able to raise over $250,000 for charities like the Wounded Warrior Project, Association of the United States Army & Youth YMCA at Ft. Campbell.

Felix Gutierrez Skills

Leadership Military Army Military Experience Training Military Operations Security Clearance Military Training Operational Planning Afghanistan Force Protection Combat Weapons Intelligence Analysis Command Customer Service Management Counterinsurgency

Frequently Asked Questions about Felix Gutierrez

What company does Felix Gutierrez work for?

Felix Gutierrez works for Ufcu

What is Felix Gutierrez's role at the current company?

Felix Gutierrez's current role is Associate Financial Advisor.

What is Felix Gutierrez's email address?

Felix Gutierrez's email address is fe****@****ass.com

What is Felix Gutierrez's direct phone number?

Felix Gutierrez's direct phone number is +163045*****

What are some of Felix Gutierrez's interests?

Felix Gutierrez has interest in Social Services, Children, Economic Empowerment, Politics, Environment, Education, Science And Technology, Health.

What skills is Felix Gutierrez known for?

Felix Gutierrez has skills like Leadership, Military, Army, Military Experience, Training, Military Operations, Security Clearance, Military Training, Operational Planning, Afghanistan, Force Protection, Combat.

Who are Felix Gutierrez's colleagues?

Felix Gutierrez's colleagues are Shruti Sarin, Alexandria “sandy” Williams, Cfp®, Ruchir Agarwal, Steve Crawford, Paul Miranda, Martina M., Daniel Gamboa.

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