Job Title: Financial Consultant
Company: Charles Schwab
Mentor Since: Fall 2016
Will Mentor: Undergrad Students, Graduate Students
Creating wealth strategies that work for clients investment needs. Developing a pay check in retirement. Educational on overall investment options and financial planning.
Charles Schwab is a broker deal/financial firm for retail investing, institutional partnering. brokerage accounts, retirement plans, company sponsored plans, and charitable foundations.
Roosevelt High School,
Seattle University of Denver, BSBA, 2004
Gonzaga, MA, 2006
When and where do you hold meetings with your students?
At my office in Bellevue and the other half around the Seattle U Campus.
I like to laugh and stay positive.