Miguel O'Hara, MBA

VP - Financial Consultant

+1 925-974-2914

Financial credentials

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

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • VP - Private Client Advisor, JP Morgan Chase, 2015-2020
  • VP - Financial Advisor, JP Morgan Chase, 2014-2015
  • Private Banker, Wells Fargo Bank, 2013-2014
  • Financial Advisor Associate, Morgan Stanley, 2013-2013
  • Private Banker, Wells Fargo Bank, 2012-2013

Education

  • MBA, San Francisco State University
  • BA, International Relations, UC Davis

Standard mailing address:

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

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