Matt McConnell

VP - Financial Consultant

+1 831-622-5932

Financial credentials

  • Series 6, 7, 24, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

28 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Manager, American Century Investments, 2016-2019
  • Investment Consultant, Regional Sales, American Century Investments, 2006-2016
  • Senior Investment Specialist, Investor Center, American Century Investments, 2003-2006
  • Product and Services Specialist, American Century Investments, 1999-2003
  • Investor Services Representative - Investor Relations Specialist, American Century Investments, 1996-1999

Education

  • MS, International Business, University of Colorado Denver
  • BS, Business Administration: Finance and Banking, Real Estate, University of Missouri - Columbia

Personal interests and affiliations

  • Stanford Continuing Studies, Creative Writing, 2009 - 2016

Standard mailing address:

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

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