Karen Jordan, CFP®, MBA

VP - Branch Manager

+1 949-348-4171

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 9, 10, 24, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

28 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2015-present
  • Director- Project Management, Charles Schwab, 2014-2015
  • Director- Client Service, Charles Schwab, 2010-2014
  • Sr Manager- Client Service, Charles Schwab, 2009-2010
  • Sr Manager/Director- Six Sigma, Charles Schwab, 2007-2009
  • Sr Manager- Client Service, Charles Schwab, 2000-2007

Education

  • MBA, W. P. Carey School of Business Arizona State University
  • BA, Finance, Arizona State University

Standard mailing address:

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

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