Jose Rios

Account Services Principal Approver at TradeStation

Jose Rios has a diverse range of work experience. Jose started their career at DNA Air Conditioning LLC in 2014, where they worked as a Project Manager for over six years. In this role, they were responsible for processing and reviewing construction billings, communicating with clients and lenders, and ensuring projects were delivered on schedule.

In 2020, Jose joined Chewy as a Customer Service Representative. Jose assisted customers through various contact channels, researched and problem-solved to find appropriate solutions, and collaborated with multiple teams to ensure customer satisfaction. Jose worked in this role until 2021.

Currently, Jose is employed at TradeStation, where they have held two positions. Jose started as a Team Lead, Client Services in 2021, where they resolved client inquiries, assisted with client onboarding and transactions, and ensured compliance with regulatory requirements. In 2023, they transitioned into the role of Account Services Principal Approver.

Overall, Jose Rios has a strong background in project management, customer service, and client services.

Jose Rios completed their Bachelor of Business Administration (BBA) degree with a major in Finance from Florida International University. Jose attended the university from 2007 to 2011. Additionally, they obtained various certifications from FINRA (Financial Industry Regulatory Authority), including Series 7TO - General Securities Representative, Series 63, Series 3 National Commodity Futures, Series 24, and Series 4. Jose received these certifications between August 2021 and July 2023.

Links

Timeline

  • Account Services Principal Approver

    July, 2023 - present

  • Team Lead Client Services

    May, 2021