Bob Alvarez Email & Phone Number
Account Coordinator @ CBIZ
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Bob Alvarez Location
- Tucson, AZ, US
Bob Alvarez Work
- Account Coordinator @ (March 2021 - Present)
- Exclusive Agent @ (September 2017 - February 2021)
- Asst Manager @ U.S. Bank (January 2014 - December 2016)
- Service Advisor @ CBIZ Financial Solutions (July 2006 - January 2013)
- Co Manager Financial Rep @ (September 2004 - July 2006)
Bob Alvarez Education
- Texas Tech University
Certified Retirement Counselor (Retirement Planning)
2006-2007 - Pima Community College
N/A (Hotel/Motel Administration/Management)
1983-1985 - Amphitheater High School
Bob Alvarez Skills
- Microsoft Excel
- Microsoft Word
- Microsoft Office
- Customer Retention
- Customer Satisfaction
- Management
- Master Scheduling
- Payroll
- Retail Banking
- Consumer Lending
- Strategic Financial Planning
- Retirement Plan Consulting
- Qualified Retirement Plans
- PowerPoint
- Human Resources
- Restaurant Management
- Investment Banking
- Mutual Funds
- Fixed Annuities
- Variable Annuities
- Public Speaking
- Sales
- Supply Ordering
- Phone Manner
- Banking
- Customer Service
- Personal Banking
- Credit
- Deposits
- Finance
- Loans
- Credit Cards
- Series 63
- Insurance
- Cross Selling
- Wealth Management Services
- Branch Management
- Relationship Management
- Financial Advisory
- KYC
- IRAs
- AML
- Cash
- Loan Origination
- Debit Cards
- FINRA
Bob Alvarez Summary
- Bob Alvarez, based in Tucson, AZ, US, is currently a Account Coordinator at CBIZ Benefits & Insurance Services, Inc.. Bob Alvarez brings experience from previous roles at Allstate, U.S. Bank and CBIZ Financial Solutions. Bob Alvarez holds a 2006 - 2007 Certified Retirement Counselor in Retirement Planning @ Texas Tech University. With a robust skill set that includes Microsoft Excel, Microsoft Word, Microsoft Office, Customer Retention, Customer Satisfaction and more. Bob Alvarez has 2 emails and 3 mobile phone numbers on RocketReach.
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