Bernardo Chavez Email & Phone Number
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Bernardo Chavez Location
- San Diego, CA, US
Bernardo Chavez Work
- 2024 -now Consultant @ Stoic Technologies
- 2024 -2024 Senior Wealth Advisor @
- 2020 -2024 VP - Financial Consultant @
- 2017 -2020 Associate Financial Consultant @
- 2016 -2017 Financial Services Professional @
- 2015 -2016 Relationship Banker @
- 2012 -2014 Consumer Loan Underwriter II @
- 2011 -2012 Quality Assurance Analyst @
- 2010 -2011 Personal Banker @
- 2008 -2010 Credit Manager @
Bernardo Chavez Education
- DePaul University - Charles H. Kellstadt Graduate School of Business
Financial Planning Certificate Program
2018-2019 - The University of Texas at El Paso
Bachelor of Science (B.S.) (Finance)
2006-2010 - University of California, San Diego - Rady School of Management
Bernardo Chavez Skills
- Analytical Skills
- Investment Strategies
- Retirement Planning
- Business Development
- Leadership
- Financial Planning
- Financial Analysis
- Wealth Management Services
- Wealth Management
- Investments
- Asset Allocation
- Strategy
- Financial Services
- Portfolio Management
- Financial Advisory
- Behavioral Finance
- StreetSmart Edge
Bernardo Chavez Summary
- Bernardo Chavez, based in San Diego, CA, US, is currently a Consultant at Stoic Technologies. Bernardo Chavez brings experience from previous roles at Financial Sense® Wealth Management and Charles Schwab. Bernardo Chavez holds a 2018 - 2019 Financial Planning Certificate Program @ DePaul University - Charles H. Kellstadt Graduate School of Business. With a robust skill set that includes Analytical Skills, Investment Strategies, Retirement Planning, Business Development, Leadership and more. Bernardo Chavez has 1 emails on RocketReach.
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