Cote Mangel, CFP®

VP - Financial Consultant

+1 406-371-3490

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 4, 7, 24, 63, 66 Securities Licenses

Experience

22 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Sr. Financial Consultant, TD Ameritrade, 2020-2022
  • Branch Manager, TD Ameritrade, 2018-2020
  • Branch Manager, Scottrade, 2008-2018
  • Stockbroker, Scottrade, 2002-2008
  • Intern, Scottrade, 2001-2002

Education

  • Bachelor of Science in Business Administration, Finance & Economics - Montana State University - Billings
  • Leeds School of Business Personal Financial Planner Certificate Program - University of Colorado Boulder

Personal interests and affiliations

  • Chair (2021-2023) Board Member (2018-2023) - Billings Catholic Schools Foundation

Standard mailing address:

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

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