Brandon Anguiano Jackson
Frisco,TX
Summary
Results-driven and client-focused professional with experience in the financial services and client relationship industry. Adept at building and nurturing relationships with clients by understanding their needs, offering tailored solutions, and providing exceptional service. Skilled in communication, problem-solving, and managing multiple client accounts, with a proven ability to drive client satisfaction and retention. Possess a deep understanding of financial products, investment strategies, and regulatory requirements, enabling confident support and guidance for high-net-worth individuals and all of our retail investors. Committed to upholding Charles Schwab’s values of trust, integrity, and innovation while delivering world class service to enhance the client experience.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Charles Schwab & Co
04.2024 - Current
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Interacted with clients of all ages and backgrounds providing world class service to each and every client routinely.
Client Services and Support Intern
Charles Schwab & Co
09.2023 - 04.2024
- Joined pre-graduation and was provided the opportunity to experience a corporate setting and learned under great mentors during an internship period.
- Led our organization as an "Intern-Fluencer" making an impact on others and helped show appreciation to other teammates.
- Networked with multiple business partners and learned what drove others and myself for a career.
Guest Services Advocate
Target
09.2020 - 11.2023
- Provided exceptional guest services by attentively listening to client preferences and delivering customized solutions accordingly.
- Streamlined communication between departments for better guest services and timely issue resolution.
Education
BBA - Finance
University of North Texas
Denton, TX05-2024
High School Diploma -
Timbercreek High School
Keller, TX05-2019
Skills
- Financial services
- Account documentation
- Regulatory compliance
- Customer relationship building
Certification
- SIE
- FINRA Series 7
- FINRA Series 63
Timeline
Financial Services Representative
Charles Schwab & Co
04.2024 - Current
Client Services and Support Intern
Charles Schwab & Co
09.2023 - 04.2024
Guest Services Advocate
Target
09.2020 - 11.2023
- SIE
- FINRA Series 7
- FINRA Series 63
BBA - Finance
University of North Texas
High School Diploma -
Timbercreek High School
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