Alex Rich, CFA®, CWS®

VP - Sr. Financial Consultant

+1 650-614-3531

Financial credentials

  • Chartered Financial Analyst®
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63, 66 Securities Licenses

Experience

13 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2018-present
  • Private Client Advisor, Schwab Private Client Investment Advisory, Inc., 2016-2018
  • Associate Portfolio Consultant, Schwab Private Client Investment Advisory, Inc., 2014-2016
  • Trading Specialist, Trader Services, Charles Schwab & Co., Inc., 2013-2014
  • Senior Client Consultant, Pinnacle High Net Worth Services, Charles Schwab & Co., Inc., 2012-2013
  • Registered Representative, Charles Schwab & Co., Inc., 2011-2012

Education

  • BS, Finance, University of Maryland

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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