Edgardo Obregon
Boca Raton,United States
Summary
Dynamic Client Relationship Specialist with a proven track record at Charles Schwab, excelling in client management and sales strategy. Successfully generated over $20 million in new client acquisition while fostering strong relationships. Bilingual communicator and strategic leader, adept at addressing client needs and driving business growth through exceptional service and tailored solutions.
Overview
6
6
years of professional experience
Work History
Client Relationship Specialist
Charles Schwab
Boca Raton, United States
08.2024 - Current
- Help clients with their financial goals by providing exceptional client care, and guiding them to solutions to achieve objectives.
- Acting as their primary point of contact, addressing inquiries, resolving issues, understanding their needs, and ensuring their satisfaction with the company's products or services.
- Manage incoming client inquiries, provide information about products/services, and respond to concerns promptly.
- Generated new business leads through cold calling and networking, resulting in increased sales. Generated YTD 20 million+ in new client acquisition.
Founder
Never Summit
Remote, United States
08.2025 - Current
- Supported 15+ athletes in navigating the transition from sports to professional life by offering guidance, structure, and career positioning, rooted in real experience.
- Helped individuals facing identity loss after their athletic careers by creating spaces, conversations, and resources that reinforce confidence, purpose, and long-term growth.
- I connected athletes with mentors, leaders, and opportunities through my network, strengthening their development beyond sports, with a focus on mindset, leadership skills, and real-world readiness.
- Built frameworks and programs that empower athletes to leverage their discipline, resilience, and competitive spirit in business, education, and personal advancement.
Associate
Fratarcangeli Wealth Management
Fort Lauderdale, United States
11.2023 - 07.2024
- Proficiently analyze and assess clients' portfolios totaling nearly $4 billion in assets under management, focusing on strategy, allocation, and performance to optimize investment outcomes.
- Utilize in-depth analysis of prospects' statements to craft persuasive strategies and tailored recommendations, effectively articulating the benefits of transferring assets to our firm.
- Provide asset allocation based on deep analysis. Was able to pass my first exam for FINRA.
- Started as an intern during the last semester of my MBA.
Division 1 Student Athlete
NCAA
Boca Raton, United States
08.2019 - 12.2023
- Captain of the team since my sophomore year due to my performance on and off the field.
- Demonstrate commitment and responsibility towards fellow players and coaches through genuine respect and dedication to the sport.
- Exercise strong leadership skills and practice self-discipline on and off the field to promote a positive environment.
- Commit to athletic responsibilities for forty hours a week while maintaining a high GPA.
Education
Professional MBA - Finance
Florida Atlantic University
Boca Raton, Florida12.2023
Bachelors - Business and Management
Florida Atlantic University
Boca Raton, Florida05.2022
Skills
- Bilingual communication
- Leadership
- Sales strategy
- Client management
- Team leadership
- Strategic communication
Timeline
Founder
Never Summit
08.2025 - Current
Client Relationship Specialist
Charles Schwab
08.2024 - Current
Associate
Fratarcangeli Wealth Management
11.2023 - 07.2024
Division 1 Student Athlete
NCAA
08.2019 - 12.2023
Professional MBA - Finance
Florida Atlantic University
Bachelors - Business and Management
Florida Atlantic University