Matt Ibrahim

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 866-673-1456

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

16 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2017-2020
  • Wealth Advisor/Financial Advisor, USAA, 2013-2017
  • Private Client Banker, JPMorgan Chase, 2012-2013
  • Licensed Premier Banker, Wells Fargo, 2009-2012

Education

  • BA, Business Administration: Information Systems, UT San Antonio

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