Chad Agnew, CWS®

VP - Branch Manager

+1 630-572-2530

Financial credentials

  • Certified Wealth Strategist®
  • Series 6, 7, 9, 10, 24, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

32 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2018-present
  • Vice President - Branch Manager, TD Ameritrade, 2017-2018
  • Branch Manager, Scottrade, 2016-2017
  • Vice President - Director Internal Sales, Goldman Sachs Asset Management, 2009-2016
  • Vice President - Group Sales Manager, DWS Investments, 2000-2009
  • Senior Project Consultant, Allstate Indemnity Company, 1997-2000

Education

  • Bachelor of Business Administration, Marketing
  • University of Iowa

Personal interests and affiliations

    Standard mailing address:

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

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