Craig Loewenstein, CWS®

VP - Branch Manager

Representative for clients not served by a local Schwab branch.

+1 720-418-2328

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 9, 10, 24, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

16 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2016-present
  • District Manager, Waddell & Reed, 2011-2016
  • Financial Advisor, Edward Jones, 2008-2011

Education

  • MA, Organizational Leadership, University of the Rockies
  • BS, Business Administration, Colorado Technical University

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