Emily Newman

VP - Financial Consultant

+1 212-213-5741

Financial credentials

  • Series 7, 63, 65 Securities Licenses

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • Investment Consultant, Charles Schwab, 2023-2025
  • Relationship Manager, Fidelity Investments, 2022-2023
  • Financial Representative, Fidelity Investments, 2020-2022
  • Brokerage Trader, Fidelity Investments, 2019-2020

Education

  • Bachelor of Science, Healthcare Management & Policy, Indiana University

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    Omaha Operation Center
    P.O. Box 2339
    Omaha, NE 68103

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