Alex Matthew Avila's Location
Lone Tree, CO, US
Alex Matthew Avila's Work
- Senior Associate Private Client Advisor @ Charles Schwab
- Investment Solutions Representative @ Fidelity Investments
- Financial Representative, Principal Securities Registered Representative, Financial Advisor @ Principal Financial Group
- Financial Consultant and Financial Advisor @ Etrade Bank Inc
- Associate, Financial Consultant @ Charles Schwab
- Specialist, Pinnacle High Net Worth, Registered Investmentment Advisor Representative @ Charles Schwab
- Financial Representative and Advisor @ Northwestern Mutual
- Senior Bank Teller and Administration Assistant Banker @ JPMorgan Chase & Co.
- Mobile Phone Contract Sales Specialist @ Best Buy
Alex Matthew Avila's Education
- College for Financial Planning
(Education)
2018 - 2019 - Metropolitan State University of Denver
Bachelor of Science (Marketing, Management, Finance and Marketing, Finance)
2010 - 2016 - Metropolitan State University of Denver2010 - 2014
- Columbine High School
(General Studies)
2006 - 2010 - The College for Financial Planning
(Education)
Alex Matthew Avila's Skills
- Public Speaking
- Goal Oriented
- Social Networking
- Customer Service
- Microsoft Excel
- Customer Satisfaction
- Retail Sales
- Marketing
- Time Management
- Customer Experience
Alex Matthew Avila's Summary
Alex Matthew Avila, based in Lone Tree, CO, US, is currently a Senior Associate Private Client Advisor at Charles Schwab, bringing experience from previous roles at Fidelity Investments, Principal Financial Group, E*trade and Charles Schwab. Alex Matthew Avila holds a 2018 - 2019 College for Financial Planning. With a robust skill set that includes Public Speaking, Goal Oriented, Social Networking, Customer Service, Microsoft Excel and more, Alex Matthew Avila contributes valuable insights to the industry. Alex Matthew Avila has 2 emails on RocketReach.
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