Cody Greeb, CFP®

VP - Sr. Financial Consultant

+1 402-392-3628

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses

Experience

15 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2022-present
  • Investment Consultant, TD Ameritrade, 2010-2022
  • Assistant Branch Manager, Wells Fargo Financial, 2008-2010

Education

  • Bachelor of Science, Business Administration, Finance & Investments, University of Nebraska - Omaha

Standard mailing address:

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

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