John A. SanFilippo, AAMS®, MBA

VP - Financial Consultant

+1 914-722-6234

Financial credentials

  • Accredited Asset Management Specialist℠
  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

32 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2009-present
  • Associate Financial Consultant, Charles Schwab, 2008-2009
  • Financial Consultant, Dominick and Dominick LLC, 2005-2008
  • Financial Advisor, Merrill Lynch, 1999-2005
  • Commodities, JPMorgan, 1997-1999
  • Emerging Markets, Chase Manhattan Bank, 1991-1994

Education

  • MBA, Boston College, Carroll School of Management
  • BA, Providence College

Standard mailing address:

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

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