Cameron Mauchin, CFP®

VP - Financial Consultant

+1 352-430-3075

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

5 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Investment Consultant, Charles Schwab, 2022-2023
  • Institutional Specialist, Charles Schwab, 2021-2022
  • Institutional Associate, Charles Schwab, 2020-2021
  • Private Equity Fund Accountant, BNY Mellon, 2019-2020

Education

  • Bachelor of Science in Business Administration, Finance, University of Central Florida

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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