Iris Martinez
Senior Specialist at Charles Schwab
Based in Fallbrook, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Fallbrook
Industry
Financial Services
Company size
34K
Contact information
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i•••••••@schwab.com
Phone
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Background
About Iris Martinez
As a Senior Specialist at Charles Schwab, I provide excellent service and support to independent financial advisors and their clients. I have over three years of experience in the financial services industry, and I hold certifications in Mental Health First Aid and CPR/AED/First Aid. I am passionate about helping people achieve their financial goals and well-being. I use my communication and organization skills to build trust and rapport, handle complex inquiries, and resolve issues in a timely and professional manner. I also leverage my sociology degree and accounting training to understand the diverse needs and preferences of our customers and partners.
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