Chase Pollard, CFP®, MBA

VP - Sr. Financial Consultant

+1 714-385-6003

Financial credentials

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

Experience

13 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2016-present
  • Associate Financial Consultant, Charles Schwab, 2013-2016
  • Specialist-Branch CS/OPS, Charles Schwab, 2011-2013

Education

  • MBA, Chapman University
  • Bachelor of Interdisciplinary Studies, Arizona State University

Standard mailing address:

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

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