Lee Kunkel
Financial credentials
- Series 7, 9, 10, 63, 65, 66 Securities Licenses
Experience
42 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2007-present
- Vice President, Sr. Branch Manager, Charles Schwab, 1992-2007
- Schwab Career Development Program, Charles Schwab, 1991-1992
- President, Colorado Investment Advisory, 1989-1991
- Financial Consultant, Morgan Stanley, 1987-1989
- Financial Consultant, Merrill Lynch, 1983-1987
Education
- Postgraduate, Biochemistry, University of Colorado
- BA, Liberal Arts, University at Albany
- Forensics Institute, Georgetown University
Personal interests and affiliations