Jeffany Tan, MBA

VP - Financial Consultant

+1 206-287-3812

Financial credentials

  • Master in Business Administration
  • Series 7, 66 Securities Licenses

Experience

21 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Consultant, Fidelity Investments, 2018-2021
  • Financial Solutions Advisor, AVP, Bank of America Merrill, 2016-2018
  • Financial Advisor, Edward Jones, 2015-2016
  • Private Client Advisor, VP, JP Morgan Securities, 2013-2014
  • Financial Advisor, Morgan Stanley, 2004-2013

Education

  • MBA, International Business, Thunderbird Graduate School of International Management
  • Bachelor of Science, Arizona State University
  • Investment Management Program, University of Pennsylvania The Wharton School

Personal interests and affiliations

  • Seattle Humane
  • CFA Society of Seattle

Standard mailing address:

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

Modal can be closed by pressing Escape key.