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My name is Cristina Raft, and I am based in San Antonio, Texas. I have over 5 years of experience as a Registered Client Service Associate at Stone Oak Wealth Management, following roles at Raymond James & Associates and Merrill Lynch. My expertise lies in financial services, including investments, securities, and alternative investments, and I hold Series 7 and Series 63 licenses. I am proficient in Microsoft Excel and Office, which enhances my ability to manage client accounts and documentation efficiently. I graduated from Villa Maria High School in 1982 and have been dedicated to the financial sector since 1986. I am passionate about my work and excel in organizational and time management skills, always ensuring thorough follow-up on tasks.
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1979 - 1982VILLA MARIA HS
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Industry Focus. “Financial Services”
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