Nick Calvi, CWS®

VP - Branch Manager

+1 253-382-4764

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2021-present
  • VP - Assistant Branch Manager, Charles Schwab, 2019-2021
  • Sr. Manager - FC Academy Coach, Charles Schwab, 2017-2019
  • VP - Financial Consultant, Charles Schwab, 2014-2017
  • Associate Financial Consultant, Charles Schwab, 2013-2014
  • Sr. Specialist - High Net Worth Broker, Charles Schwab, 2011-2013

Education

  • B.S. Degree in Business Administration, Emphasis in Finance, University of Colorado - Boulder

Standard mailing address:

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

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