Kelli Waclawski

VP - Financial Consultant

+1 410-224-5614

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

15 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Wealth Management Sales Coordinator, Bank of the West, 2018-2022
  • Sr. Relationship Banker, Bank of the West, 2016-2018
  • Branch Manager, JP. Morgan Chase, 2015-2016
  • Sr. Relationship Banker, Bank of Oklahoma, 2013-2015
  • Branch Manager, Bank of America, 2012-2013

Education

  • Ohio Christian University
  • AA Business Management

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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