Jeremy Post, CFP®, MBA

VP - Financial Consultant

+1 919-968-7707

Financial credentials

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

Experience

5 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate Financial Consultant, Charles Schwab, 2020-2021
  • Investment Consultant, Charles Schwab, 2019-2020
  • High Net Worth Specialist, Charles Schwab, 2019-2019
  • Financial Consultant Academy, Charles Schwab, 2018-2019
  • Licensed Agent, Charles Schwab, 2017-2017

Education

  • Bachelor of Science, Financial Counseling and Planning, Purdue University
  • Masters of Business Administration, Liberty University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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