Ned Eastman, CFP®, MBA

Independent Branch Leader and Financial Consultant

+1 508-419-7839

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 9, 10, 63, 65 Securities Licenses

Experience

28 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2018-present
  • Senior Investment Officer / VP, Cape Cod Five Trust & Asset Management, 2004-2018

Education

  • MBA, Suffolk University
  • BS, Business Management, Norwich University

Personal interests and affiliations

  • Sandwich Youth Lacrosse, Board of Directors 2008-2019

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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