Kristin M. Sullivan, CWS®, MBA

VP - Sr. Financial Consultant

+1 925-875-5525

Financial credentials

  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

28 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 1995-present

Education

  • MBA, California State University, Hayward
  • BA, Business Economics, University of California, Santa Barbara

Standard mailing address:

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

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