Irina Podmolska, CFP®, MBA

VP - Assistant Branch Manager

+1 865-671-1437

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2024-present
  • Financial Consultant, Charles Schwab, 2022-2024
  • Associate Financial Consultant, Charles Schwab, 2020-2022
  • Financial Advisor, Merrill Lynch, 2017-2020

Education

  • MBA, Finance, SUNY Binghamton
  • MA, Political Science, SUNY Binghamton

Standard mailing address:

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

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