Lance Park, CFP®, CIMA®, MBA

VP - Financial Consultant

+1 847-441-2007

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Investment Management Analyst®
  • Master in Business Administration
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

31 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2011-present
  • Associate Financial Consultant, Charles Schwab, 2008-2011
  • Financial Advisor, Morgan Stanley, 2007-2008
  • Business Owner, Sam's Cleaners, 2004-2006
  • Private Banker, LaSalle Bank, 1999-2004
  • Branch Manager, LaSalle Bank, 1994-1999

Education

  • MBA, Finance, DePaul University
  • BA, Economics, University of Dallas

Standard mailing address:

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

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