John Smith

Independent Branch Leader and Financial Consultant

+1 503-400-7909

Financial credentials

  • Series 4, 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

35 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2012-present
  • Principal, Managing Director, Banyan Partners, LLC, 2009-2012
  • Director, Wealth Management, Calamos Financial Services, 2006-2009
  • Sr. Vice President, Private Capital Management, 2003-2006
  • VP, Private Access, Fidelity Investments, 1989-2003

Education

  • BS Finance, Brigham Young Univeristy (BYU Marriott School of Management)
  • MBA, Utah State University (not degreed)

Personal interests and affiliations

  • Salem Chamber of Commerce
  • Marion Polk Food Share

Standard mailing address:

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

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