Cornelia Mallari, CFP®, CWS®

VP - Sr. Financial Consultant

+1 410-224-5602

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

36 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2015-present
  • Advisor, Registered Investment Advisory Firms, 2011-2014
  • Private Banker/Regional Private Banker, Wachovia/Wells Fargo Private Bank, 2007-2011
  • Financial Consultant and Operations, Smith Barney, 1993-2005
  • Tax Consultant, H&R Block, Incorporated, 1992-1993
  • Auditor, Ernst & Young, 1988-1990

Education

  • Bachelor of Science, Accounting, Towson State University

Personal interests and affiliations

  • Financial Planning Association, Member
  • WMEL, Past Weekly Host of Market Wrap-Up
  • Business Network International, Past Chapter President

Standard mailing address:

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

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