Michelle J. Bartel

VP - Sr. Financial Consultant

+1 775-689-4744

Financial credentials

  • Series 6, 7, 31, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

23 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2005-present
  • Financial Advisor, Morgan Stanley, 2001-2005
  • Life Insurance Agent, New York Life, 2000-2001
  • Project Manager, ForTec Medical, 1999-2000
  • Head Clinical Coordinator, Retina Associates of Cleveland, 1997-1999
  • Clinical Research Assistant, Cleveland Clinic Department of Interventional Cardiology, 1995-1997

Education

  • BFA, Fine, Applied and Liberal Arts, Cleveland Institute of Art

Personal interests and affiliations

  • John Muir Health, Member - Advisory Counsel
  • EcoThrive Initiatives, Member - Board of Director

Standard mailing address:

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

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