Tim Reyna Email
Chief Compliance Officer @ Cerro Pacific Wealth Advisors
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Tim Reyna Location
- San Luis Obispo, CA, US
Tim Reyna Work
- 2024 -now Chief Compliance Officer @
- 2024 -now Wealth Advisor @
- 2023 -2024 Wealth Advisor @
- 2022 -2023 Associate Wealth Advisor @
- 2021 -2022 Associate Private Client Advisor @
- 2020 -2021 High Net Worth Representative - Schwab Trading Services @
- 2019 -2020 Financial Services Professional @
- 2018 -2019 Student Lead: Eviction Research Project (National Science Foundation) @
- 2016 -2018 Student Coordinator - Intramural Sports @
- 2017 -2017 Vice President of Finance @ Zeta Psi Fraternity, Inc. - Beta Delta Chapter
- 2016 -2017 Undergraduate Research Assistant @ University of Arizona Department of Chemistry & Biochemistry
- 2015 -2016 Intramural Sport Supervisor @
- 2015 -2015 AppleCare at Home Advisor @
Tim Reyna Education
- The American College of Financial Services
(Estate Planning)
2023-2024 - University of Arizona
Bachelor’s Degree (Law)
2014-2019
Tim Reyna Summary
- Tim Reyna, based in San Luis Obispo, CA, US, is currently a Chief Compliance Officer at Cerro Pacific Wealth Advisors. Tim Reyna brings experience from previous roles at Cerro Pacific Wealth Advisors and Charles Schwab. Tim Reyna holds a 2023 - 2024 The American College of Financial Services. Tim Reyna has 1 emails on RocketReach.
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