Ivan Herrera

Ivan Herrera Email and Phone Number

VP- Financial Consultant NY and NJ @ Charles Schwab
United States
Ivan Herrera's Location
United States, United States
Ivan Herrera's Contact Details

Ivan Herrera personal email

Ivan Herrera phone numbers

About Ivan Herrera

Ivan Herrera is a VP- Financial Consultant NY and NJ at Charles Schwab. He possess expertise in sales, wealth management, investments, pipeline management, strategic planning.

Ivan Herrera's Current Company Details
Charles Schwab

Charles Schwab

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VP- Financial Consultant NY and NJ
United States
Website:
schwab.com
Employees:
33019
Company phone:
800-435-4000
Ivan Herrera Work Experience Details
  • Charles Schwab
    Vp- Financial Consultant Ny And Nj
    Charles Schwab
    United States
    View
  • Charles Schwab
    Vp- Financial Consultant Ny/Nj
    Charles Schwab Feb 2023 - Present
    Westlake, Texas, Us
    View
  • Merrill Lynch Wealth Management
    Financial Advisor, Vice President
    Merrill Lynch Wealth Management Oct 2021 - Feb 2023
    New York, Ny, Us
    View
  • Charles Schwab
    Vp Financial Consultant
    Charles Schwab Mar 2020 - Oct 2021
    Westlake, Texas, Us
    View
  • Charles Schwab
    Associate Financial Consultant
    Charles Schwab Jun 2018 - Mar 2020
    Westlake, Texas, Us
    View
  • Charles Schwab
    Vp- Financial Consultant
    Charles Schwab Jun 2016 - Jun 2018
    Westlake, Texas, Us
    Helping 401(k) Plan Participants
    View
  • Charles Schwab
    Brokerage Service Representative
    Charles Schwab May 2014 - Jun 2016
    Westlake, Texas, Us
    View
  • Capital One
    Banker
    Capital One Jan 2012 - May 2014
    Mclean, Va, Us
    View
  • Wells Fargo
    Banker
    Wells Fargo Jan 2011 - Jan 2012
    San Francisco, California, Us
    View

Ivan Herrera Skills

Sales Wealth Management Investments Pipeline Management Strategic Planning

Ivan Herrera Education Details

  • University Of Texas System
    University Of Texas System
    Bachelor'S Degree

Frequently Asked Questions about Ivan Herrera

What company does Ivan Herrera work for?

Ivan Herrera works for Charles Schwab

What is Ivan Herrera's role at the current company?

Ivan Herrera's current role is VP- Financial Consultant NY and NJ.

What is Ivan Herrera's email address?

Ivan Herrera's email address is iv****@****ail.com

What is Ivan Herrera's direct phone number?

Ivan Herrera's direct phone number is (800) 435*****

What schools did Ivan Herrera attend?

Ivan Herrera attended University Of Texas System.

What skills is Ivan Herrera known for?

Ivan Herrera has skills like Sales, Wealth Management, Investments, Pipeline Management, Strategic Planning.

Who are Ivan Herrera's colleagues?

Ivan Herrera's colleagues are Robert Schuette, Queenie May, Hunter Robertson, Michael G., Chris Garvin, Bianca Nica, Kristen Sporkia.

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