Sergio Cavazos Email & Phone Number
Managing Director, Trader Service @ Charles Schwab
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Sergio Cavazos Location
- Austin, Texas, United States
Sergio Cavazos Work
- Managing Director, Trader Service @ (January 2021 - Present)
- Vice President, Client Service and Support -Texas @ (January 2016 - January 2021)
- Managing Director, Client Service and Support @ (December 2007 - January 2016)
- Managing Director, Speech Analytics @ (January 2013 - January 2015)
- Acting Managing Director, Trading and Derivatives Manager @ Cybertrader (January 2004 - January 2007)
- Derivatives Team, Quality Assurance, Branch Manager @ Cybertrader (January 1999 - January 2004)
Sergio Cavazos Education
- The University of Texas at Austin
Bachelor of Arts (B.A.) ( Economics)
Sergio Cavazos Skills
- Series 7
- Management
- Analytics
- Strategy
- Strategic Planning
- Financial Markets
- Business Analysis
- Series 24
- Series 63
- Financial Services
- Trading
- FINRA
- Equities
- Mutual Funds
- Program Management
- Options
- Client Services
- Securities
- Financial Analysis
- Project Management
- Trading Systems
- Product Management
- Portfolio Management
- Agile Methodologies
- Vendor Management
- Financial Modeling
- Strategic Financial Planning
- Asset Management
- SDLC
- CRM
- Hedge Funds
- Wealth Management
- SaaS
- ETFs
- Software Project Management
- Retirement
- Leadership
- Financial Risk
- Risk Management
- Relationship Management
- Investments
- Segmentation
- Cross-functional Team Leadership
- Alternative Investments
- 401k
- Investment Advisory
- Fixed Income
- Retirement Planning
- Asset Allocation
- Uniform Combined State Law
- Software Project
- Public Speaking
- Cross Functional Team
- Account Management
- Microsoft Word
- Cross Functional Team Leadership
- Customer Service
- Technical Support
- Uniform Combined State
- Strategic Financial
- Marketing Strategy
Sergio Cavazos Summary
- Sergio Cavazos, based in Austin, Texas, United States, is currently a Managing Director, Trader Service at Charles Schwab. Sergio Cavazos brings experience from previous roles at Charles Schwab and Cybertrader. Sergio Cavazos holds a Bachelor of Arts (B.A.) in Economics @ The University of Texas at Austin. With a robust skill set that includes Series 7, Management, Analytics, Strategy, Strategic Planning and more. Sergio Cavazos has 2 emails and 1 mobile phone numbers on RocketReach.
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Sergio Cavazos
Managing Director, Trader Service
Austin, Texas, United States
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