John O'Brien, CWS®, MBA

VP - Sr. Financial Consultant

+1 239-207-3524

Financial credentials

  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 7, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

27 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2001-present
  • Financial Advisor, American Express, 2000-2001
  • Portfolio Manager, Anthem, 1996-2000

Education

  • MBA, Global Management, University of Phoenix
  • BS, Finance, Indiana University
  • CWS - Certified Wealth Strategist

Personal interests and affiliations

  • St. John the Evangelist Catholic Church
  • U.S. Air Force

Standard mailing address:

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

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