Jason Espalin's Location
San Antonio, TX, US
Jason Espalin's Work
- VP - Financial Consultant @ Charles Schwab
- Senior Financial Consultant @ TD Ameritrade
- Senior Financial Advisor @ Citi Personal Wealth Management
- Financial Advisor @ Citi Personal Wealth Management
- Investment Consultant @ Citi Personal Wealth Management
- Brokerage Helpdesk Supervisor @ Citi Personal Wealth Management
- Licensed Investment Representative @ Citicorp Investment Services
Jason Espalin's Education
- The University of Texas at San Antonio
Master of Business Administration (M.B.A.)
2007 - 2013 - New Mexico State University
Bachelor’s Degree (Finance)
1998 - 2004 - New Mexico State University
Bachelor’s Degree (Foreign Language - Spanish)
1998 - 2004
- Passed Level II of the CFA Program
Jason Espalin's Skills
- Financial Advisory
- Consultative Selling
- Insurance
- Retirement Planning
- Sales
- Financial Planning
- Wealth Management Services
- Microsoft PowerPoint
- Portfolio Management
- Investments
Jason Espalin's Summary
Jason Espalin, based in San Antonio, TX, US, is currently a VP - Financial Consultant at Charles Schwab, bringing experience from previous roles at TD Ameritrade and Citi Personal Wealth Management. Jason Espalin holds a 2007 - 2013 Master of Business Administration (M.B.A.) @ The University of Texas at San Antonio. With a robust skill set that includes Financial Advisory, Consultative Selling, Insurance, Retirement Planning, Sales and more, Jason Espalin contributes valuable insights to the industry. Jason Espalin has 3 emails and 2 mobile phone numbers on RocketReach.
5 free lookups per month.
Not the Jason Espalin you were looking for?
Find contact details for 700 million professionals.
Others Named Jason Espalin
-
12
People Like Jason Espalin
-
55+
-
45+
-
23
-
45+
-
5+5+
-
ViewClare Barclay
Chief Executive Officer, Cvp, Microsoft UK at Microsoft
London, England, United Kingdom13
Top Charles Schwab Employees
-
ViewOmar Aguilar
Chief Executive Officer, Schwab Asset Management at Charles Schwab
San Francisco, CA, US22 -
View
Neesha Hathi
Managing Director, Head of Wealth and Advice Solutions at Charles Schwab
San Francisco, CA, US5+5+ -
View
Clyde Langley
Managing Director - Financial Crimes Risk Management at Charles Schwab
San Francisco, CA, US14 -
13
-
15
-
3
-
ViewKara Suro
Managing Director, Financial Crimes Risk Management at Charles Schwab
San Francisco, CA, US34 -
11
-
11
-
25
-
View
Peter Crawford
Chief Financial Officer, Executive Vice President -- Finance at Charles Schwab
San Francisco, CA, US32 -
View
Michael Schwartz
Managing Director, Software Development & Engineering at Charles Schwab
San Francisco, California, United States55+ -
View
Michael Hecht
SVP, Corporate Development, Planning and Strategy at Charles Schwab
Alamo, California, United States22 -
21
-
ViewCatherine Golladay
Managing Director, Head of Schwab Workplace Financial Services at Charles Schwab
Richfield, Ohio, United States15+ -
View
Jonathan Craig
Managing Director, Head of Investor Services and Marketing at Charles Schwab
San Francisco, CA, US35+ -
43
-
45+
-
2
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
