Rob Diana

VP - Financial Consultant

+1 212-213-3394

Financial credentials

  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Advisor, UBS, 2019-2022
  • Brokerage Professional, Vanguard, 2017-2019

Education

  • BA, Economics, Trinity College
  • Avon Old Farms School

Personal interests and affiliations

  • Avon Old Farms Mentorship Program 2017-Present.
  • Trinity College Undergraduate Mentorship Program 2019-Present.

Standard mailing address:

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

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