Jose Monterrosa is a eficient professional, who works in Charles Schwab main office of which is in 1096. as a Senior Fixed Income Specialist since 2018. Jose Monterrosa has earned professional experience in more than seven positions at different companies. Jose Monterrosa went to the Grand Canyon University and was studying there from 2019 to 2021. Jose has these qualifications: Series 7, Series 66, and Series 9. Phoenix, Arizona is the city, where the professional was known to be living. Jose Monterrosa's contacts can be accessed through SoftwareOfficial by request.
Name variants:
Jose Monterrosa
Last updated May 28, 2024
Contact Information
Last Update
Jul 7, 2022
Email
jm**@beneco.com, go**@gmail.com
Location
Phoenix, AZ
Company
Workplace
Senior Fixed Income Specialist
San Francisco, CA
Industry
Financial Services, Security Broker/Dealer
Colleagues
Work History
Senior Relationship Manager
8655 Via east, Scottsdale, AZ
● Administered communication with over 200 retirement plan clients with combined assets up to $400MM and built relationships with key decision makers. ● Applied knowledge of various regulato...
Apr 2016 — Jun 2017
Senior Wealth Management Consultant
100 Vanguard Blvd, Valley Forge, PA
● Managed a client base of over 650 households with combined net assets of over $1.5 billion. ● Supervised a team of 10 individuals in Manager absence by communicating job expectations throu...
May 2010 — Mar 2016
Night Auditor
Vail, AZ
Performed manager, front desk, security, telecommunications, and I.T. duties during overnight shifts.
Prepared daily reports, business correspondence, and procedure manuals to effectively ...
Dec 2008 — Dec 2009
Business Administrator
500 Commerce St #700, Fort Worth, TX 76164
Performed payroll for HR including entering vacation, sick leave, and overtime for over 85 employees.
Planned, monitored, and maintained operating, capital, and labor budgets of up to $5 m...
Dec 2006 — Jul 2008
Education
2019 — 2021
2002 — 2006
Occupations
Accountant
Finance and Accounting Specialist
Sales Specialist
Relationship Manager
Executive
Director
Accounting Bookkeeper
Bookkeeper
Account Service Manager
Customer Service
Operations Manager
Skills
Mutual Funds
Series 63
Series 7
Investments
Finance
Retirement
Relationship Management
Series 6
Asset Allocation
Securities
Retirement Planning
Investment Strategies
Portfolio Management
Microsoft Office
Customer Service
Series 66
FAQs about Jose Monterrosa
What is the main profession of Jose Monterrosa?
Jose is a Senior Fixed Income Specialist.
What are the main profession of The professional?
These person's professions are Accountant and Finance and Accounting Specialist
Where is Jose Monterrosa located?
Jose Monterrosa is located in Phoenix, Arizona.
Does Jose have the email address?
jm**@beneco.com and go**@gmail.com is The professional's email address.
How many companies did Jose Monterrosa work at?
Jose Monterrosa worked at seven jobs.
Where has Jose Monterrosa studied?
Jose studied at the Grand Canyon University from 2019 to 2021.
Are there any professional certifications, that Jose Monterrosa has?
The professional received the following certifications: Series 7, Series 66, Series 9, Series 10, Series 63, and Notary Public.
What languages does Jose Monterrosa speak?
Jose Monterrosa speaks Spanish.