Joshua Mann

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 415-602-2683

Financial credentials

  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

7 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

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