Lora Caglioti, CWS®

VP - Branch Manager

+1 631-360-6412

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

26 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2021-present
  • Assistant Branch Manager, Charles Schwab, 2018-2021
  • Client Relationship Manager, Charles Schwab, 2015-2018
  • Sr. Client Relationship Specialist, Charles Schwab, 2002-2015
  • Group Operations Specialist, Charles Schwab, 2000-2001
  • Sr. Operations Specialist, Charles Schwab, 1998-2000

Education

  • BA, Finance at Hofstra University

Personal interests and affiliations

  • PTA Member St. James Elementary School

Standard mailing address:

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

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