Christian Bautista, CFP®, MBA

VP - Assistant Branch Manager

+1 516-508-6417

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

8 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2022-present
  • Financial Consultant, Fidelity Investments, 2021-2022
  • Planning Consultant, Fidelity Investments, 2020-2021
  • Relationship Manager/Sr. Relationship Manager, Fidelity Investments, 2016-2020
  • Financial Representative, Fidelity Investments, 2015-2016
  • Financial Representative, AXA Advisors, LLC, 2015-2015

Education

  • B.S., Business Administration, Stony Brook University
  • MBA, Managerial Leadership, University of Massachusetts Lowell

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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