Jeffrey Ferreras, MBA

VP - Financial Consultant

+1 401-450-3505

Financial credentials

  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • Regional Investment Consultant, Fidelity Investments, 2021-2025
  • Senior Investment Specialist II, Merrill Edge, 2020-2021
  • Officer, Client Service Officer, Santander Securities, LLC, 2019-2020
  • Senior Personal Banking Representative, Santander Bank, N.A, 2016-2019

Education

  • Masters of Business Administration, Finance Concentration, Johnson & Wales University
  • Bachelors of Science, Accounting, Johnson & Wales 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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