Nicholas Clendenin, CFA®, MBA

VP - Financial Consultant

+1 404-364-1937

Financial credentials

  • Chartered Financial Analyst®
  • Master in Business Administration
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

39 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • Regional Director, Income Solutions Team, Charles Schwab & Co., Inc, 2014-2016
  • Vice President, Credit Suisse, 2006-2013
  • Vice President, Jefferies Group Inc., 2003-2006
  • Vice President, Deutsche Bank Securities LLC, 2000-2003
  • Vice President, Donaldson, Lufkin & Jenrette (DLJ), 1996-2000

Education

  • Chartered Financial Analyst (CFA) 1990
  • Certified Public Accountant (CPA) (Inactive) 1985
  • MBA w/ Investments Concentration, Florida State University 1985
  • BA Accounting & Finance, University of South Florida 1983

Personal interests and affiliations

  • CFA Society of Atlanta

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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