Angelo San Mateo

VP - Financial Consultant

+1 650-358-5501

Financial credentials

  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Investment Consultant, Charles Schwab & Co., Inc, 2021-2022
  • Client Relationship Specialist, Charles Schwab & Co., Inc, 2020-2021
  • Private Client Banker, Relationship Banker, J.P. Morgan Securities LLC, 2015-2020

Education

  • BBA, Business San Jose State University

Standard mailing address:

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

Modal can be closed by pressing Escape key.