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    Edgar Cortez

    Estate Service Specialist at Charles Schwab

    Edgar Cortez is an accomplished financial services professional with a background in Service Operations, Customer Service, and Data Analysis. Currently pursuing a Master of Business Administration (MBA) with a focus on Business Analytics at The University of Dallas. Edgar has a diverse educational background, studying Finance at Texas A&M University-Commerce, Real Estate at a Real Estate Associate Program, and completing his high school education at Irving High School. With a wealth of experience in the financial industry, he has worked in various roles including Estate Specialist at Charles Schwab, Mortgage Closer at PennyMac Loan Services, LLC, Client Operations Associate at Personal Capital, and Brokerage Operations Representative at Fidelity Investments. He has also been involved in student outreach and admissions activities while serving as a Lion Student Ambassador and Housing Tour Guide at Texas A&M University-Commerce.

    Edgar Cortez
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    Location

    Irving, Texas