Hannah Zhao

VP - Financial Consultant

+1 408-522-3024

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Investment Consultant, Charles Schwab, 2022-2023
  • Private Client Advisor, JP Morgan Securities, 2019-2022
  • Associate Financial Consultant, Charles Schwab, 2017-2019
  • Client Relationship Specialist, Charles Schwab, 2016-2017
  • Secondary Marketing Associate, First Republic Bank, 2015-2016

Education

  • BA, Political Economy, UC Berkeley

Standard mailing address:

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

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