Christina Tumbleson

Dedicated and accomplished financial professional with over 10 years of experience in the finance industry, seeking a challenging role as a Financial Analyst. Possessing a strong background in brokerage management, trading, investment consulting, client relationship building, and a comprehensive skill set in securities, financial planning, and data science.

• JA F.E.M Forum 2023 Panelist (Junior Achievement of Central Texas)
• Nashville Women Leaders’ Summit
• Increased employee retention by 91% through the implementation of a GUIDE program to offer career growth opportunities and reinforce the leadership skills of employees.
• Piloted a high-impact event with 219 participants focused on featuring the Chief Global Investment Strategist.
• Achieved top ranking in generating $26M+ in net asset flows per quarter.

• Series 7
• Series 9/10
• Series 66
• Variable contracts line of authority
• Licensed life and health agent
• Notary Public State of Texas

• Steven D., Senior Specialist, Brokerage Service Representative, Client Service & Support, Charles Schwab & Co., Inc., As a dedicated Brokerage Team Manager, Christina consistently demonstrated exceptional leadership qualities and a profound commitment to team growth and success. During our time working together, Christina exhibited remarkable adaptability, particularly in navigating the challenges of overnight shifts. Her ability to swiftly identify factors impeding team progress showcased her insightful problem-solving skills. Notably, Christina recognized the impact of turnover on our goal to provide world-class service.
• Justin B., Senior Manager, Charles Schwab, Christina assisted clients with placing trades, discussing markets, and completing various client tasks. Her performance routinely exceeded expectations in the role, highlighted by numerous client accolades. These clients were compelled to recognize Christina's proactive guidance, as she made them feel special and happy to be Schwab clients. Christina demonstrated comfort engaging with clients and colleagues, along with navigating various technology platforms. This engagement carried over to the desire to develop herself, as Christina earned many licenses and designations while at Schwab.