Oscar Vergara

Oscar Vergara Email and Phone Number

Acquisitions Manager at Pacific Coast Financial @ Pacific Coast Financial
Concord, California
Oscar Vergara's Location
Long Beach, California, United States, United States
Oscar Vergara's Contact Details

Oscar Vergara work email

Oscar Vergara personal email

n/a
About Oscar Vergara

I have a passion to deliver an experience that improves my clients’ lives.

Oscar Vergara's Current Company Details
Pacific Coast Financial

Pacific Coast Financial

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Acquisitions Manager at Pacific Coast Financial
Concord, California
Employees:
7
Oscar Vergara Work Experience Details
  • Pacific Coast Financial
    Acquisitions Manager
    Pacific Coast Financial Nov 2022 - Present
    Long Beach, California, United States
  • Redfin
    Licensed Listing Coordinator
    Redfin Aug 2021 - Oct 2022
    Long Beach, California, United States
  • Redfin
    Tour Coordinator
    Redfin Nov 2019 - Oct 2022
    Long Beach, Ca
  • Trilogy Financial
    Wealth Associate
    Trilogy Financial May 2019 - Sep 2019
    Torrance, California
  • Bank Of America
    Relationship Manager
    Bank Of America Dec 2016 - Apr 2019
    Greater Los Angeles Area
    As a Relationship Manager, I engage with every client and assist in unique life priorities like managing expenses, managing debt, buying a home, saving for college, and planning for unexpected life events. Through this process I deepen relationships by connecting clients and potential clients to sales specialists. I also offer appropriate financial solutions and services to both individual and small business clients. In addition, I manage my own book of business of preferred status clients and preferred small business clients.
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Jun 2015 - Jun 2016
    Greater Los Angeles Area
    As a Financial Representative I managed and directed my own clients that I brought to the firm. I engaged in setting up appointments and meetings with potential new clients through cold calling and quality suspect leads. I used comprehensive planning strategies, helped new clients realize financial needs and goals. I created personal planning analysis illustrations for clients. I quantified solutions to solve their potential shortfalls. I also incorporated and sold whole life insurance policies to clients to strengthen their retirement plan.

Oscar Vergara Skills

Customer Service Microsoft Excel Microsoft Word Microsoft Powerpoint Microsoft Office Sales Management Marketing Social Media Sales Management Direct Sales

Oscar Vergara Education Details

Frequently Asked Questions about Oscar Vergara

What company does Oscar Vergara work for?

Oscar Vergara works for Pacific Coast Financial

What is Oscar Vergara's role at the current company?

Oscar Vergara's current role is Acquisitions Manager at Pacific Coast Financial.

What is Oscar Vergara's email address?

Oscar Vergara's email address is os****@****fin.com

What schools did Oscar Vergara attend?

Oscar Vergara attended California State University-Long Beach.

What skills is Oscar Vergara known for?

Oscar Vergara has skills like Customer Service, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Office, Sales, Management, Marketing, Social Media, Sales Management, Direct Sales.

Who are Oscar Vergara's colleagues?

Oscar Vergara's colleagues are Andy Khan, Andre Khan.

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