Brian Sognefest, CFP®, MBA

VP - Financial Consultant

+1 949-348-2308

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 4, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

33 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Managing Director Institutional Sales, Roth Capital Partners, LLC, 2001-2021
  • Financial Controller, Digital Offering, 2000-2001
  • Associate Investment Banker, Friedman, Billings, Ramsey, 1996-1999
  • Associate National Bank Examiner, Comptroller of the Currency, 1990-1996

Education

  • MBA, Financing and Accounting, University of Southern California
  • BS, Finance, University of Nebraska

Standard mailing address:

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

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