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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
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Associate Financial AdvisorUfcuAustin, Tx, Us
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Assistant Vice President, Financial Solutions Advisor At Bank Of America Merrill LynchBank Of America Merrill Lynch Apr 2022 - PresentAustin, Texas, United States -
Vice President, Branch Retail Executive IvPnc Apr 2017 - Apr 2022Austin, Texas AreaResponsible 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. -
Senior Financial Sales Advisor IiBbva Compass May 2015 - Apr 2017Austin, 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. -
Financial Advisor (Intern)Edward Jones Apr 2014 - Mar 2015Round Rock, TexasSelected 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 -
SoldierUs Army Aug 1992 - Feb 2013Ft. Hood TexasServed 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 -
PresidentScreaming Eagle Poker Jan 2006 - Sep 2009Clarksville, Tennessee AreaFounder 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.
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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.
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Felix Gutierrez has interest in Social Services, Children, Economic Empowerment, Politics, Environment, Education, Science And Technology, Health.
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Felix Gutierrez has skills like Leadership, Military, Army, Military Experience, Training, Military Operations, Security Clearance, Military Training, Operational Planning, Afghanistan, Force Protection, Combat.
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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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Felix Gutierrez
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Felix Gutierrez
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