Kevin Banner, MBA

VP - Financial Consultant

+1 801-239-2084

Financial credentials

  • Master in Business Administration
  • Series 6, 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

28 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2013-present
  • Financial Consultant, E*TRADE FINANCIAL, 2012-2013
  • Account Executive, Wasatch Advisors, 2007-2012
  • Associate, Goldman Sachs & Co., 2007-2007
  • Retirement & Guidance Consultant, Fidelity Investments, 1996-2007

Education

  • MBA, Boston College
  • BA, Brigham Young University
  • AS, Ricks College

Personal interests and affiliations

  • Youth Sports Coach
  • Active in Community and Church Service

Standard mailing address:

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

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