Mark White, AAMS®

VP - Financial Consultant

+1 425-558-3422

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

24 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2007-present
  • Personal Banker, JPMorgan Chase, 2005-2007
  • Consultant Liaison, Barclays Global Investors, 2001-2004
  • Client Reporting Group, Barclays Global Investors, 1999-2001

Education

  • Heald College, San Francisco
  • Associate Degree, Computer and Information Sciences

Standard mailing address:

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

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