Ayesha Naseem

VP - Financial Consultant

+1 208-395-2388

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Sr. Financial Consultant Partner, Charles Schwab, 2021-2023
  • Regional Bank Private Banker, Wells Fargo, 2016-2021
  • Branch Manager 2, Wells Fargo, 2014-2016
  • Branch Manager 1, Wells Fargo, 2013-2014
  • Assistant Branch Manager, Wells Fargo, 2012-2013

Education

  • BBA, General Business, Boise State University
  • Fostering Inclusion & Diversity Certificate, Yale School of Management

Personal interests and affiliations

  • Women & Children's Alliance, Ambassador

Standard mailing address:

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

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