Daniel Martinez, MS, CFP®

Senior Portfolio Manager at First American Bank NM
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Contact Information
us****@****om
(386) 825-5501
Location
El Paso, Texas, United States, US
Languages
  • Spanish -
  • English -

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board (CFP Board of Standards and CFP Board Center for Financial Planning)
    Nov, 2017
    - Oct, 2024
  • Series 24
    FINRA
  • Series 63
    FINRA
  • Series 7
    FINRA

Experience

  • First American Bank NM
    • United States
    • Banking
    • 1 - 100 Employee
    • Senior Portfolio Manager
      • Mar 2023 - Present
  • Vanguard
    • United Arab Emirates
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Product Portfolio Manager
      • Apr 2022 - Mar 2023

      Client Experience & Digital - Core Journeys and Products

    • Hybrid Sales Manager
      • Jul 2020 - Apr 2022

      Retail Sales Group

    • Financial Advisor Manager
      • Oct 2017 - Jul 2020

      Personal Advisor Services

    • Vanguard Accelerated Development Program
      • Apr 2016 - Oct 2017

      Leadership development program divided into four rotations. Upon successful completion of the program, participants launch as leaders throughout the organization. Completed rotations: 1. Retail Investor Group / Institutional Investor Group - Personal Investor / Participant Services 2. Retirement Plan Client Services - Client Administration - Project Manager3. Personal Advisor Services - Financial Advisor Manager4. Recordkeeping Operations - Operations Supervisor Show less

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Retail Banking
      • May 2014 - Apr 2016
  • United States Navy
    • United States
    • Armed Forces
    • 1 - 100 Employee
    • Intelligence Analyst
      • Jul 2009 - Dec 2012

      During my time as an Intelligence Analyst, I obtained a Top Secret SCI military clearance and participated in two deployments primarily focused on Asia and Arabian Gulf intelligence collection. I supported several ground and air units in multiple operations over a two year deployment span. During my time as an Intelligence Analyst, I obtained a Top Secret SCI military clearance and participated in two deployments primarily focused on Asia and Arabian Gulf intelligence collection. I supported several ground and air units in multiple operations over a two year deployment span.

Education

  • Grand Canyon University
    Master of Science, Business Analytics
    2019 - 2021
  • The University of Texas at El Paso
    Bachelor of Business Administration, Finance
    2013 - 2015

Community

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