Peter Carbonaro, MBA

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 480-639-8598

Financial credentials

  • Master in Business Administration
  • Series 3, 7, 24, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

42 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Advisor, Private Wealth Services, 2009-2021
  • Private Wealth Advisor, Merrill Lynch, 1997-2009
  • VP Institutional Sales, DLJ, 1991-1996
  • VP Institutional Sales, Goldman Sachs, 1988-1990
  • VP Institutional Sales, Kidder Peabody, 1987-1988

Education

  • MBA Finance Indiana University
  • BS Economics Butler University

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