Certified Financial Planner@ USAA
Helotes, Texas, United States
Gerald Reyes
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FlashIntel GPTGerald Reyes is a highly experienced financial advisor with 14.1 years of work experience. He specializes in series 63, banking, fixed annuities, insurance, retirement planning, and financial planning. Currently pursuing an MBA at The University of Incarnate Word, Gerald is skilled in asset allocation, wealth management, life insurance, mutual funds, and strategic financial planning. He has worked at USAA as a Certified Financial Planner in the Finance department since September 2009. Gerald's expertise and dedication make him a valuable asset in the field of financial services.
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Emails and Phone Numbers
About
CFP CLU ChFC CWS Currently pursuing MBA at The University of Incarnate Word with anticipated graduation summer 2015
Work Experience
Certified Financial Planner
Financial Services
Gerald Reyes's Professional Milestones
- Certified Financial Planner (2009-09-01~): Providing tailored financial solutions for clients, maximizing their returns and driving financial success.
Skill
Financial Advisory
Series 63
Banking
Fixed Annuities
Insurance
Retirement Planning
Financial Planning
Investments
Finance
Asset Allocation
Financial Services
Wealth Management
Life Insurance
Mutual Funds
Strategic Financial Planning
Microsoft Office
Investment Strategies
Risk Management
Asset Management
Financial Analysis
Retirement
Series 7
Securities
Certification
Colleagues
Ericka Fonseca, MOL
Senior Business Process Owner
Majid Qureshi
Product Manager | Certified Scrum Product Owner | Digital Channels | Digital Product Management
Lamont J. Sharp, CPM, POPM, CARM
Product Owner
David Tassinari, MBA, PMP, CCMP, SA, CSM, PPMC, CPM, DTM
Business Process Owner Senior
Nikki Duncan
Lead Development Product Owner
Other Named Gerald Reyes
Frequently asked questions
We found 3 Gerald Reyes's email addresses
We found 1 Gerald Reyes's phone numbers
Gerald Reyes's social media include: Linkedin,
Gerald Reyes works for USAA
Gerald Reyes's role in USAA is Certified Financial Planner
Gerald Reyes works in the industry of Financial Services
Gerald Reyes's colleagues are Ericka Fonseca, MOL,Majid Qureshi,Lamont J. Sharp, CPM, POPM, CARM
Gerald Reyes's latest job experience is Certified Financial Planner at USAA
