Bernardo Chavez Email & Phone Number

Chief Executive Officer @ Stoic Technologies

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Bernardo Chavez Location

San Diego, CA, US

Bernardo Chavez Work

2024 - now Chief Executive Officer @ Stoic Technologies
@ Stoic Technologies
2024 - 2024 Senior Wealth Advisor @ Financial Sense® Wealth Management
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2020 - 2024 VP - Financial Consultant @ Charles Schwab
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2017 - 2020 Associate Financial Consultant @ Charles Schwab
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2016 - 2017 Financial Services Professional @ Charles Schwab
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2015 - 2016 Relationship Banker @ Capital One
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2012 - 2014 Consumer Loan Underwriter II @ Wells Fargo
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2011 - 2012 Quality Assurance Analyst @ Wells Fargo
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2010 - 2011 Personal Banker @ Wells Fargo
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Bernardo Chavez Education

University of California, San Diego - Rady School of Management
2026
DePaul Driehaus College of Business
Financial Planning Certificate Program
2018 - 2019
The University of Texas at El Paso
Bachelor of Science (B.S.) (Finance)
2006 - 2010

Bernardo Chavez Skills

Analytical Skills
Investment Strategies
Retirement Planning

Business Development
Leadership
Financial Planning
Financial Analysis
Wealth Management Services
Wealth Management
Investments

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Bernardo Chavez Summary

Bernardo Chavez, based in San Diego, CA, US, is currently a Chief Executive Officer at Stoic Technologies. Bernardo Chavez brings experience from previous roles at Stoic Technologies, Financial Sense® Wealth Management and Charles Schwab. Bernardo Chavez holds a University of California, San Diego - Rady School of Management. 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.

Bernardo Chavez Emails

Found 1 emails

@gmail.com

Bernardo Chavez Phone Numbers

Found 1 phone numbers

+1 858-551-XXXX

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