Adrian Puentes Email & Phone Number
Manager - Institutional Equity and Options Trading @ Charles Schwab
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Adrian Puentes Location
- Phoenix, AZ, US
Adrian Puentes Work
- Manager - Institutional Equity and Options Trading @ (August 2021 - Present)
- Senior Specialist - Institutional Trading @ (December 2018 - August 2021)
- Senior Specialist - Managed and Advised Account Operations @ (September 2016 - December 2018)
- Specialist - Managed and Advised Account Operations @ (August 2015 - September 2016)
- Associate - Retirement Services @ (August 2013 - September 2015)
- Mortgage Consultant @ (September 2012 - August 2013)
- Small Business Specialist @ (July 2010 - August 2012)
Adrian Puentes Skills
- Series 9/10
- Customer Experience
- Series 63
- Team Building
- Banking
- Branch Banking
- Credit Cards
- Retirement Planning
- Sales
- Cold Calling
- Loan Origination
- Customer Retention
- Portfolio Management
- Cross Selling
- Mortgage Banking
- Relationship Management
- Mortgage Lending
- Credit Risk
- Refinance
- Finance
- Financial Services
- Commercial Banking
- Sales Management
- Microsoft Office
- Microsoft Word
- Home Equity
- Real Estate
- Credit
- Consumer Lending
- Customer Service
- Small Business
- Retail Banking
- Commercial Lending
- Call Centers
- Small Business Lending
- Loans
- FHA
- Series 7
- Residential Mortgages
Adrian Puentes Summary
- Adrian Puentes, based in Phoenix, AZ, US, is currently a Manager - Institutional Equity and Options Trading at Charles Schwab. Adrian Puentes brings experience from previous roles at Charles Schwab. With a robust skill set that includes Series 9/10, Customer Experience, Series 63, Team Building, Banking and more. Adrian Puentes has 2 emails and 2 mobile phone numbers on RocketReach.
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