Nathan Delgado

Nathan Delgado Email and Phone Number

Client Relations Specialist @ Charles Schwab
Los Angeles, CA, US
Nathan Delgado's Location
Irvine, California, United States, United States
About Nathan Delgado

I'm a third-year business administration major at the Paul Merage School of Business with an emphasis in Finance. I'm passionate about learning more about Sales and Trading, Wealth Management, and other related fields. I've gained valuable experience through work at numerous places where I was able to develop a lot of different essential soft and hard skills. I'm excited to continue learning and building my skills throughout the business industry, and I am eager to apply my knowledge to make a positive impact. I'm currently pursuing careers in finance.In my free time, you can find me watching football, hanging out with friends, playing sports, and hiking.Feel free to connect with me and chat.njdelgad@uci.edu

Nathan Delgado's Current Company Details
Charles Schwab

Charles Schwab

View
Client Relations Specialist
Los Angeles, CA, US
Website:
schwab.com
Employees:
33019
Nathan Delgado Work Experience Details
  • Charles Schwab
    Client Relations Specialist
    Charles Schwab
    Los Angeles, Ca, Us
    View
  • Phi Chi Theta - Zeta Omega Chapter
    Vp Of Finance
    Phi Chi Theta - Zeta Omega Chapter Mar 2023 - Present
    Irvine, California, United States
    •Assume responsibility for the functioning of finance with a $10k+ budget and for the collections and bookkeeping of quarterly chapter dues for the 50+ prospective members of the Zeta Omega chapter•Successfully maintain financial records and prepare accurate financial statements, providing the executive board with critical insights into the fraternity's financial health, performance, and growth•Lead a team of 2 finance committee members, delegating responsibilities and providing guidance to ensure efficient financial operations and compliance with organizational bylaws and strategic planning
    View
  • Tehrani & Velez, Llp
    Tax Intern
    Tehrani & Velez, Llp Jun 2023 - Oct 2023
    Irvine, California, United States
    •Collaborated with senior tax professionals and team members to streamline individual and corporate tax processes, resulting in increased efficiency and productivity with relevant tax laws and regulations•Demonstrated strong attention to detail and organizational skills in managing multiple tax projects simultaneously, meeting deadlines, leading meetings, and delivering high-quality work to our clientele
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  • Bpm Llp
    Tax Scanner
    Bpm Llp Mar 2023 - Apr 2023
    Irvine, California, United States
    •Coordinated the scanning department while prioritizing deadlines and making sure client projects are uploaded correctly so that they are perfectly available to the person that needs access to them next.•Record the progress of client projects that we have completed or are still working on, and communicate the status to the corresponding managers in charge in order to maintain clarity throughout the office.•Update the latest client information into our CCH Document and Workstream software when needed.
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  • Vector Connective
    Advisor
    Vector Connective Dec 2022 - Mar 2023
    Long Beach, California, United States
    •Delivered outstanding sales results, surpassing $10k in revenue within the first 10 days of employment, recognized for exceptional performance with four consecutive promotions and a Presidents Club letter•Distinguished myself as a top performer by securing an 82% closure rate through effective engagement with over 45 customers, earning a position among the top 5 performers in terms of sales revenue
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  • Raising Cane'S Chicken Fingers
    Bird Specialist
    Raising Cane'S Chicken Fingers Oct 2020 - Jun 2022
    Downey, California, United States
    •Exercised effective management abilities by overseeing breaks for a team of 9+ crew members and provided comprehensive training to newly hired kitchen staff, ensuring their seamless integration into the team and establishing a high standard of performance and professionalism in the workspace•Strategically coordinated food production by aligning with customer demand and contributing to overall operational efficiency which resulted in an 86% satisfaction rate and record-breaking sales
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Nathan Delgado Education Details

Frequently Asked Questions about Nathan Delgado

What company does Nathan Delgado work for?

Nathan Delgado works for Charles Schwab

What is Nathan Delgado's role at the current company?

Nathan Delgado's current role is Client Relations Specialist.

What schools did Nathan Delgado attend?

Nathan Delgado attended Uc Irvine.

Who are Nathan Delgado's colleagues?

Nathan Delgado's colleagues are Heidi Schmidt, Cfp® Cws ®, Brenda Parker, Judy Phu, Javier Cruz-Lara, Venkat J., Brad Thomas, Jason Smith.

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