Phoebe C

Phoebe C

VP- Financial Consultant at Charles Schwab, CFP®, MBA | Bellevue, Washington, United States

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Work Experience

Charles Schwab

VP- Financial Consultant at Charles Schwab, CFP®, MBA

2018-07-01 — Present

USAA

Sr. Wealth Manager, CFP®, MBA

2013-03-01 — 2018-06-01

USAA

Wealth Specialist

2011-05-01 — 2013-02-01

TIAA

Wealth Management Consultant

2007-09-01 — 2011-04-01

PFS Investments

Personal Financial Analyst

2003-12-01 — 2007-08-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services

Languages

English