Christopher White, CFP®, CWS®, MBA

VP - Branch Manager

+1 781-505-4011

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

19 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2023-present
  • VP, Assistant Branch Manager, Charles Schwab, 2020-2023
  • VP, Financial Consultant, Charles Schwab, 2017-2020
  • Associate, Financial Consultant, Charles Schwab, 2016-2017
  • Client Service Specialist, Charles Schwab, 2015-2016
  • Associate Director of Financial Assistance, Bentley University, 2008-2015

Education

  • MBA, Economics & Financial Markets, Bentley University
  • BS, Finance, Bentley College

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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