Ivan Herrera's Location
United States
Ivan Herrera's Work
- VP- Financial Consultant NY and NJ @ Charles Schwab
- Financial Advisor, Vice President @ Merrill Lynch
- VP Financial Consultant @ Charles Schwab
- Associate Financial Consultant @ Charles Schwab
- VP- Financial Consultant @ Charles Schwab
- Brokerage Service Representative @ Charles Schwab
- Banker @ Capital One
- Banker @ Wells Fargo
Ivan Herrera's Education
- University of Texas System
Bachelor's Degree
2005 - 2010
Ivan Herrera's Skills
- Sales
- Wealth Management
- Investments
- Pipeline Management
- Strategic Planning
Ivan Herrera's Summary
Ivan Herrera, based in United States, is currently a VP- Financial Consultant NY and NJ at Charles Schwab, bringing experience from previous roles at Merrill Lynch Wealth Management and Charles Schwab. Ivan Herrera holds a 2005 - 2010 Bachelor's Degree @ University of Texas System. With a robust skill set that includes Sales, Wealth Management, Investments, Pipeline Management, Strategic Planning and more, Ivan Herrera contributes valuable insights to the industry. Ivan Herrera has 5 emails and 2 mobile phone numbers on RocketReach.
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