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Paul Ochoa

MBA Candidate at SDSU - IRA & Trust Specialist

Paul Ochoa is a financial services professional currently working as an IRA and Trust Specialist at Navy Federal Credit Union. He holds a Bachelor's degree in Financial Services and is an MBA candidate with an emphasis in Finance. Paul has recently become a CERTIFIED FINANCIAL PLANNER™ (CFP®), which he considers a significant achievement in his career.1

With nine years of customer service experience and four years in financial services, Paul has developed strong skills in exceeding sales goals and building lasting relationships with customers. He is known for his exceptional multi-tasking abilities, thriving in fast-paced environments, and possessing strong time management and communication skills.

Throughout his career, Paul has held various positions in the financial sector, including:

  • IRA and Trust Specialist at Navy Federal Credit Union
  • Financial Advisor Intern at Tidemark Financial Partners
  • Bank Teller at Mission Federal Credit Union
  • Barista at Starbucks

Paul's educational background includes certificates in Personal Financial Planning and Business Administration from various educational institutions in San Diego. His recent CFP® certification demonstrates his commitment to professional development and expertise in financial planning.1

Highlights

Mar 7 · mba.org
Secondary and Capital Markets Committee | MBA
Apr 27 · irs.gov
Acceptance agents - California | Internal Revenue Service
May 20 · choosept.com
Paul A. Ochoa, PT, DPT - Choose PT

Related Questions

What are Paul Ochoa's main responsibilities as an IRA and Trust Specialist at Navy Federal Credit Union?
How has Paul Ochoa's experience at Tidemark Financial Partners influenced his career?
What specific skills does Paul Ochoa bring to his role at Navy Federal Credit Union?
How does Paul Ochoa balance his work and MBA studies at SDSU?
What are some notable achievements of Paul Ochoa in the financial services industry?
Paul Ochoa
Paul Ochoa, photo 1
Paul Ochoa, photo 2
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Location

San Diego County, California, United States