Clay Kneip, CFP®, MBA

VP - Financial Consultant

+1 702-680-6937

Financial credentials

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

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Branch Manager, TD Ameritrade, 2018-2020
  • Branch Manager, Scottrade, 2014-2017
  • Financial Consultant, Scottrade, 2011-2014
  • Banker, Wells Fargo, 2008-2011
  • Financial Consultant, Edward Jones, 2007-2008

Education

  • Masters of Business Administration, Isenberg School of Business, University of Massachusetts - Amherst

Standard mailing address:

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

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