Salma Meraz

Senior Manager, Digital Product Management

Salma Meraz is a skilled professional, working in Charles Schwab main office of which is in 1096. on the position of Senior Manager, Digital Product Management since 2020. Salma gained professional experience in more than eight positions at different companies. Salma Meraz went to the The University of Texas at San Antonio and was studying there from 2012 to 2013. San Antonio, Texas is the area, where this person was lastly known to be located. Their e-mail and phone can be accessed through this website by request.
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Salma Meraz

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Contact Information

Last Update
Jun 27, 2022
Email
sa**@usaa.com, sa**@yahoo.com
Location
San Antonio, TX
Company

Workplace

Charles Schwab
Senior Manager, Digital Product Management

San Francisco, CA

Industry

Financial Services, Security Broker/Dealer

Work History

Senior Manager, Digital Product Management

211 Main St, San Francisco, CA 94105
from Jan 2020

Director of Product Management

15935 La Cantera Pkwy, San Antonio, TX 78256
from Jul 2019

Product Management Director

9800 Fredericksburg Rd, San Antonio, TX 78240
College Savings and Mutual Funds
Apr 2018 — Jun 2019

Product Manager

9800 Fredericksburg Rd, San Antonio, TX 78240
USAA began in 1922, when 25 Army officers agreed to insure each other's vehicles when no one else would. Today we follow the same military values our founders prized: service, loyalty, hones...
Aug 2016 — Apr 2018

Executive Operational Planning

9800 Fredericksburg Rd, San Antonio, TX 78240
Develop and align the strategic and operational planning of the Enterprise Advice Group to the overall company. Develop communication to inform company of the projects and initiatives occurr...
Dec 1, 2014 — Aug 2016

Wealth Management Financial Analyst

9800 Fredericksburg Rd, San Antonio, TX 78240
Created financial plans for Wealth Management members to include Investment Reviews, Financial Assessment, to Comprehensive Plans. Launched a team to support financial advisers leverage the ...
Sep 2013 — Dec 2014

Financial Advisor Ii

9800 Fredericksburg Rd, San Antonio, TX 78240
Provided financial planning services from retirement, education, protection, and estate planning to members.
Jun 2011 — Aug 2013

Customer Service Representative

Assist customers in making payments, processing endorsements, and answer inquires about their policy.
Nov 2008 — May 2011

Occupations

Executive
Senior Manager
Accountant
Finance and Accounting Specialist
Director
Operations Manager
Accounting Bookkeeper
Bookkeeper

Skills

Financial Analysis
Retirement Planning
Accounting
Series 7
Life Insurance
Microsoft Excel
Risk Management
Data Entry
Teamwork
Leadership
Sales
10 Key
Financial Advisory
Asset Allocation
Access
Microsoft Office
Microsoft Word
Powerpoint
Outlook
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