John Dunkel, CFP®, MBA

VP - Sr. Financial Consultant

Representative available by appointment only.

+1 928-776-0391

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

29 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2011-present
  • Insurance Agent/ Agent Development, State Farm VP Management, 2009-2011
  • President, JEMS Properties, 2007-2009
  • District Sales Manager, Godfrey Marine/Nautic Global Group, 1998-2007
  • VP-Commercial LenderManager, Salin Bank & Trust, Inc, 1996-1998
  • VP-Commercial Lender, JPM Chase, 1994-1996

Education

  • BA, Finance & Marketing, Michigan State University, 1988
  • MBA, Finance & Accounting, Indiana University, 1994
  • Certificate, Business Executive Management, University of Notre Dame, 2001

Personal interests and affiliations

  • Kiwanis Club of Prescott, Disbursements Committee 2016
  • Boys and Girls Club of Northern Arizona, Board of Directors 2017
  • Kiwanis Club of Prescott, Foundations Board of Director 2019

Standard mailing address:

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

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