Advice Consultant@ Charles Schwab
Austin, Texas, United States
Patrick Doporto, AAMS®
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The University of Texas at Austin
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FlashIntel GPTPatrick Doporto, AAMS(r), is an experienced professional with 18.1 years of work experience in investments, financial services, and leadership. He is licensed in AAMS, FINRA Series 7 and 66 and has expertise in various retirement plans such as 401k, 403b, and 401a. Patrick has a strong background in investing, the markets, and variable products. He has a college education focused on Non Governmental Organizations, Political Campaigns, and International Diplomacy. His specialties include call center, coaching, customer service, human resources, quality, supervisory skills, telephone skills, and work experience.
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Emails and Phone Numbers
About
AAMS®, FINRA Series 7 and 66 licensed. Experienced with various retirement plans such as 401k, 403b, 401a etc. General knowledge on investing, the markets and variable products. College education focused in Non Governmental Organizations, Political Campaigns and International Diplomacy Specialties: call center, coaching, customer service, human resources, quality, supervisory skills, telephone skills,
Work Experience
Advice Consultant
Associate, Brokerage Service Rep
Financial Services
Patrick Doporto, AAMS®'s Professional Milestones
- Spring Fellow (2014-02-01~2014-06-01): Contributing to the successful implementation of the Spring Preserve Programme in the community.
- Reorganization Analyst (2011-03-01~2013-05-01): Streamlined operational processes to maximize efficiency and maximize revenue.
Education
Political Science
Skill
Investments
Financial Services
Leadership
Mutual Funds
Training
Management
Series 7
Process Improvement
Call Centers
Retirement Planning
Finra
401k
Series 63
Relationship Management
Series 6
Certification
Colleagues
Kelly D Casey
Product Owner
Saira Zafar
Sr. Product Owner - eComm Archival & Supervision Platform | SAFe PO/PM
Tim Radebaugh
Senior Product Owner
Chase Turner
ceo owner of hank s carpet cleaning
Archie Words
Business Owner
Other Named Patrick Doporto, AAMS®
Frequently asked questions
We found 2 Patrick Doporto, AAMS®'s email addresses
We found 2 Patrick Doporto, AAMS®'s phone numbers
Patrick Doporto, AAMS®'s social media include: Linkedin,
Patrick Doporto, AAMS® works for Charles Schwab
Patrick Doporto, AAMS®'s role in Charles Schwab is Advice Consultant
Patrick Doporto, AAMS® works in the industry of Financial Services
Patrick Doporto, AAMS®'s colleagues are Kelly D Casey,Saira Zafar,Tim Radebaugh
Patrick Doporto, AAMS®'s latest job experience is Advice Consultant at Charles Schwab
Patrick Doporto, AAMS®'s latest education in The University of Texas at Austin
