Katie Brandon

VP - Assistant Branch Manager

+1 616-222-4987

Financial credentials

  • Series 3, 4, 6, 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2024-present
  • VP, Financial Consultant, Charles Schwab, 2022-2024
  • Sr. Derivatives Team Manager, Charles Schwab, 2018-2021
  • Derivatives Help Desk, Charles Schwab, 2017-2018
  • Registered Representative, Charles Schwab, 2015-2017
  • Personal Marketing Assista, Financial Partners Group, 2014-2015

Education

  • Purdue University
  • Krannert School of Management
  • Bachelor of Science, Economics

Personal interests and affiliations

  • Cooking
  • Travel

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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