Carlos L Cortez AAMS®, CWS®
VP Financial Consultant at Charles Schwab
📍 San Antonio, Texas Metropolitan Area, United States
Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.
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Experience
27 Years
Current Role
VP Financial Consultant
Job Level
Senior
Location
San Antonio, Texas Metropolitan Area, United States
Personality Overview
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Priorities
Topics Carlos cares about
Strategic Priorities
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Career
Work history
10-2021
VP Financial Consultant
Charles Schwab
9-1997 - 1-2021
Investment Specialist
USAA
In the press
Media appearances
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Education
1987 - 1991
Bachelor of Business Administration - BBA
St. Mary's University
Social presence
Other Charles Schwab Employees
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