David Bernstein, MBA

VP - Financial Consultant

+1 405-775-1016

Financial credentials

  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2009-present
  • Financial Advisor, UBS Paine Webber, 2005-2009
  • Project Manager, Excel Telecommunications, 1996-2004

Education

  • MBA, University of Texas at Dallas - Carrollton, TX
  • BA, American Studies, Georgetown University - Washington DC
  • Bellarmine College Preparatory - San Jose, CA
  • United States Congressional Page School - Washington DC

Personal interests and affiliations

  • President: Georgetown University Alumni Club of Oklahoma
  • Associate Board Member: Oklahoma City Philharmonic
  • Board Member: Red Bud Classic
  • Board Member: Edmond Running Club

Standard mailing address:

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

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