Alex West, CFP®, MBA

VP - Assistant Branch Manager

+1 415-667-6238

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

10 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2022-present
  • Planning Consultant, Fidelity Investments, 2021-2022
  • Investment Consultant, Fidelity Investments, 2019-2021
  • Relationship Manager, Fidelity Investments, 2018-2019
  • Financial Representative, Fidelity Investments, 2015-2018
  • Associate Financial Services Professional, Charles Schwab, 2014-2015

Education

  • MBA, University of Louisiana - Shreveport
  • BA, Latin American Studies, University of Texas - Austin

Standard mailing address:

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

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