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Charles Anthony Ulloa

Charles Anthony Ulloa

Office Manager

Followers of Charles Anthony Ulloa157 followers
location of Charles Anthony UlloaSunnyvale, California, United States

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  • Timeline

  • About me

    Licensed Financial Coach, Agency Builder, & Licensing Mentor who is a dynamic, energetic, problem-solving people person.

  • Education

    • Ohlone College

      2009 - 2016
      Associate of Arts - AA

    • Ohlone College

      2009 - 2016
      Associate of Arts - AA

  • Experience

    • Milano Optometry

      May 2000 - Apr 2018
      Office Manager

    • The Paradies Shops

      Apr 2005 - Sept 2005
      Team Lead, Visuals Manager

    • Bloomingcamp Optometry

      Apr 2018 - Oct 2018
      Certified Paraoptometric Optician

    • One A Day

      Jan 2019 - now
      Financial Coach

      Provides complimentary Financial Literacy Education and Planning, and solutions to meet client’s goals and dreams. Provides financial licensure and agency building mentorship for qualified professionals.

    • Tracy Optometry Group

      Mar 2019 - Aug 2022
      Certified Optician

    • IGeneX

      Aug 2022 - May 2023
      Data Specialist

    • Pacific Eye Care Optometry

      May 2023 - Jan 2025
      Senior Optician

  • Licenses & Certifications

    • ABOC

      American Board of Opticianry
      Oct 2014

    • CPO

      Commission on Paraoptometric Certification
      Oct 2014

    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      California Department of Insurance