Christine J. Lee, CWS®, MBA

VP - Sr. Financial Consultant

+1 626-304-3803

Financial credentials

  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

30 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 1997-present
  • Bank Trust & Estate Services Representative, Sanwa Bank, 1996-1997
  • Loan Professional, Bank of America, 1994-1996

Education

  • MBA, University of Southern California
  • BA, University of California at Berkeley

Personal interests and affiliations

  • Patron - LA Opera - Los Angeles, CA
  • Sponsor - Phoenix Center - Horseshoe Bay, TX
  • Sponsor - Farm Sanctuary - Watkins Glen, NY

Standard mailing address:

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

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