Mark Gerard

Independent Branch Leader and Financial Consultant

+1 815-209-0055

Financial credentials

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

Experience

29 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2013-present
  • Senior Vice President, Envestnet, Inc., 1999-2013
  • Senior Retirement Consultant, Scudder Kemper Investments, 1997-1999
  • Associate, Gerard Asset Management, 1995-1997

Education

  • BS, Natural Resources and Environmental Science, University of Illinois

Personal interests and affiliations

  • Geneva Lake Sailing School, Board Member, 2018 - present
  • Fontana Protection Committee, Member, 2019 - present

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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