Curt Gray, CFP®, MBA

VP - Financial Consultant

+1 801-239-2083

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7 Securities License

Experience

20 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Associate Financial Consultant, Charles Schwab, 2015-2018
  • Senior Investment Consultant, American Century Investments, 2010-2015
  • Investment Consultant, American Century Investments, 2008-2010
  • Vice President, First Command Financial Planning, 2004-2008

Education

  • Bachelor of Arts, George Mason University 1990
  • Masters of Project Management, Keller Graduate School 2002

Standard mailing address:

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

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