Joshua Mann
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 415-602-2683Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Financial Consultant, Charles Schwab, 2021-2022
- Director of Investments, Equitable, 2019-2021
- Investment Operations, Equitable, 2018-2019
- Financial Advisor, Equitable, 2017-2018
Education
- Bachelor of Science, Southwestern University