Kyle Christian, CFA®, CFP®

VP - Sr. Financial Consultant

+1 407-551-2651

Financial credentials

  • Chartered Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

12 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2017-present
  • Financial Consultant Partner, Charles Schwab & Co., Inc., 2015-2017
  • Client Executive, Citigroup, 2013-2015
  • Business Analyst, Citigroup, 2011-2013

Education

  • Bachelor of Business Administration, Summa Cum Laude
  • Loyola University Maryland
  • Finance Major, Mathematical Sciences & Economics Minor

Standard mailing address:

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

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