Mark Dunn, CWS®

VP - Branch Manager

Representative for clients not served by a local Schwab branch.

+1 800-844-1327

Financial credentials

  • Certified Wealth Strategist®
  • Series 6, 7, 9, 10, 24, 53, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

22 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2019-present
  • Manager/Director, USAA, 2003-2019

Education

  • BS/BM - Business Management - Northern Arizona University/UOP

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