Julio Dolorico, MBA

VP - Financial Consultant

+1 925-974-2944

Financial credentials

  • Master in Business Administration
  • Series 6, 7, 63 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

29 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Representative, MassMutual, 2017-2021
  • Financial Representative, Northwestern Mutual, 2013-2017
  • Senior Trader, TIAA-CREF, 2008-2012
  • Wealth Manager, Merrill Lynch, 2006-2008
  • International Equity Trader, Merrill Lynch, 1995-2006

Education

  • MBA, Finance, UCLA Anderson School of Business 1995
  • BA, International Relations, Hamilton College 1988

Personal interests and affiliations

  • Lafayette Library & Learning Center Foundation, Board Member 2015- Present
  • Hamilton College Alumni Council, Nominations Committee 2019 - Present
  • Meadow Swim & Tennis Club, Board President, 2015-2017

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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