Obi Tagbo, MBA

VP - Financial Consultant

+1 630-572-2539

Financial credentials

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

Experience

15 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Financial Advisor, Morgan Stanley, 2017-2019
  • Trader, Proprietary Trader, 2015-2017
  • Director of Student Finance, Kaplan University, 2009-2015

Education

  • MBA, Roosevelt University
  • BA, International Business, Valparaiso University

Standard mailing address:

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

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