Coby Huerta Email & Phone Number
Financial Planning and Portfolio Strategist @ National Financial Alliance
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Coby Huerta Location
- San Antonio, TX, US
Coby Huerta Work
- 2026 -now Financial Planning and Portfolio Strategist @
- 2024 -now Financial Advisor @
- 2021 -2024 Brokerage Service Rep @
- 2017 -2021 Non-Licensed Admin @
- 2015 -2021 Cross-Functional Partner @
Coby Huerta Education
- St.Edward's University
Bachelor of Business Administration - BBA (Finance, General)
2017-2021
Coby Huerta Skills
- Portfolio Management
- Client Relations
- Financial Planning
- Data Analysis
- Data Entry
- Business Correspondence
- Finance
- Data Analytics
- Financial Services
- Communication
- Customer Relationship Management (CRM)
- Key Client Relationships
Coby Huerta Summary
- Coby Huerta, based in San Antonio, TX, US, is currently a Financial Planning and Portfolio Strategist at National Financial Alliance. Coby Huerta brings experience from previous roles at National Financial Alliance, Charles Schwab and H-E-B. Coby Huerta holds a 2017 - 2021 Bachelor of Business Administration - BBA in Finance, General @ St.Edward's University. With a robust skill set that includes Portfolio Management, Client Relations, Financial Planning, Data Analysis, Data Entry and more. Coby Huerta has 2 emails on RocketReach.
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