Mitchell Bertonneau

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 945-270-5671

Financial credentials

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

Experience

2 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Investment Consultant, Charles Schwab, 2022-2023
  • Business Development Specialist, TD Ameritrade, 2021-2022

Education

  • BA, Political Science, Brigham Young University

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