Elizabeth Trecartin, CFP®, MBA

VP - Financial Consultant

+1 214-706-6128

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Associate Financial Consultant, Charles Schwab, 2016-2020
  • Paraplanner, Ameriprise Financial, 2014-2016
  • Client Service Analyst, Mercer, Marsh & McLennan Companies, 2013-2014

Education

  • Business Administration, Texas A&M University
  • Master of Business Administration, Texas Tech University

Personal interests and affiliations

  • White Rock Sailing Club
  • Communities Foundation of Texas
  • Preservation Dallas
  • Dallas Chi Omega

Standard mailing address:

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

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