Jp Barela Email & Phone Number
VP-Financial Consultant @ Charles Schwab
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Jp Barela Location
- Texas, United States
Jp Barela Work
- 2018 -now VP-Financial Consultant @
- 2016 -2018 Associate Financial Consultant @
- 2011 -2016 High Net-Worth Client Relationship Administrator @
Jp Barela Education
- Arizona State University
Bachelor of Business Administration (BBA) (Business Administration and Management, General)
2008-2011 - City University of New York
(Business Administration and Management, General)
2007-2008 - Whittier College
(Business Administration and Management, General)
2006-2007
Jp Barela Skills
- Interpersonal Communication
- Microsoft Excel
- Asset Allocation
- 401K Rollovers
- Investments
- Interpersonal Skills
- Microsoft Office
- Strategy
- Leadership
- Interpersonal
- Relationship Building
- Microsoft Word
- Portfolio Management
- PowerPoint
- Asset Lead Generation
- Customer Service
- Strategic Planning
- Financial Analysis
Jp Barela Summary
- Jp Barela, based in Texas, United States, is currently a VP-Financial Consultant at Charles Schwab. Jp Barela brings experience from previous roles at Charles Schwab and Vanguard. Jp Barela holds a 2008 - 2011 Bachelor of Business Administration (BBA) in Business Administration and Management, General @ Arizona State University. With a robust skill set that includes Interpersonal Communication, Microsoft Excel, Asset Allocation, 401K Rollovers, Investments and more. Jp Barela has 3 emails and 2 mobile phone numbers on RocketReach.
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Jp Barela
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