Jack Halle, CWS®, MBA

VP - Sr. Financial Consultant

+1 425-558-3427

Financial credentials

  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 3, 7, 31, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

27 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2014-present
  • VP., Financial Consultant, Charles Schwab, 2006-2013
  • Financial Advisor, Rule 144 Specialist, Morgan Stanley, 2002-2006
  • Marketing Manager, Schwab Versand GmbH, Germany, 2000-2002
  • General Manager, Tutima USA, Inc., 1997-2000

Education

  • MBA, Loyola Marymount University
  • BA, International Business, Loyola Marymount University
  • Capital Investment Research, Commerzbank, Shanghai, China
  • Capital Investment Research, Signal Insurance Co., Budapest, Hungary

Personal interests and affiliations

  • East King County Estate Planning Council, Member
  • East Texas Estate Planning Council, Member

Standard mailing address:

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

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