I.J. Zarate

I.J. Zarate has a diverse work experience, starting with their current role as the Director of Business Development at Brikl since October 2022. Prior to that, they held the position of VP-Financial Consultant at Charles Schwab from April 2021 to October 2022. From November 2018 to April 2021, I.J. Zarate worked as a VP/Private Client Banker at JPMorgan Chase & Co. and before that, they were an Account Executive/Sales at Charles Schwab from July 2000 to November 2018.

I.J. Zarate obtained a Bachelor's degree in Finance from The University of Texas at Austin, where they studied from 1993 to 1998. In terms of additional certifications, Zarate acquired various FINRA certifications including Series 7, Series 52, Series 55, Series 63, Series 3, Series 24, and Series 66, with the latest certification obtained in March 2008.