Jonathan Valdez

Jonathan Valdez Email and Phone Number

VP Financial Consultant @ Charles Schwab
San Francisco
Jonathan Valdez's Location
New York City Metropolitan Area, United States, United States
Jonathan Valdez's Contact Details

Jonathan Valdez personal email

n/a
About Jonathan Valdez

Jonathan Valdez is a VP Financial Consultant at Charles Schwab. He possess expertise in series 7, series 63, series 6, life insurance, manage client relationships and 10 more skills.

Jonathan Valdez's Current Company Details
Charles Schwab

Charles Schwab

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VP Financial Consultant
San Francisco
Website:
schwab.com
Company phone:
800-435-4000
Jonathan Valdez Work Experience Details
  • Charles Schwab
    Financial Consultant
    Charles Schwab Oct 2023 - Present
    Westlake, Texas, Us
    View
  • E*Trade
    Financial Consultant
    E*Trade Aug 2020 - Oct 2023
    Us
    View
  • Santander Investment Securities Inc
    Financial Consultant
    Santander Investment Securities Inc Jul 2018 - Aug 2020
    New York, Us
    View
  • Wells Fargo
    Regional Bank Private Banker
    Wells Fargo Feb 2012 - Jun 2018
    San Francisco, California, Us
    View
  • Santander Bank, N.A.
    Pbiii/Floating Manager
    Santander Bank, N.A. Sep 2010 - Feb 2012
    Boston, Ma, Us
    View

Jonathan Valdez Skills

Series 7 Series 63 Series 6 Life Insurance Manage Client Relationships Consumer Lending Small Business Lending Retirement Insurance Investments Sales Relationship Management Wealth Management Account Management Securities Lending

Jonathan Valdez Education Details

  • New Jersey City University
    New Jersey City University
    General
  • Kean University
    Kean University
    General

Frequently Asked Questions about Jonathan Valdez

What company does Jonathan Valdez work for?

Jonathan Valdez works for Charles Schwab

What is Jonathan Valdez's role at the current company?

Jonathan Valdez's current role is VP Financial Consultant.

What is Jonathan Valdez's email address?

Jonathan Valdez's email address is jo****@****ank.com

What schools did Jonathan Valdez attend?

Jonathan Valdez attended New Jersey City University, Kean University.

What skills is Jonathan Valdez known for?

Jonathan Valdez has skills like Series 7, Series 63, Series 6, Life Insurance, Manage Client Relationships, Consumer Lending, Small Business Lending, Retirement, Insurance, Investments, Sales, Relationship Management.

Who are Jonathan Valdez's colleagues?

Jonathan Valdez's colleagues are Brian Scott, Felix Rivera, Shubham Verma, Aubrey Atkinson, Nathaniel Brown, Daniel Ericson, Cpa, Carlos L Cortez Aams®, Cws®.

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