Sal Guccione, MBA

VP - Financial Consultant

+1 847-304-8605

Financial credentials

  • Master in Business Administration
  • Series 7, 31, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

22 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Consulting Group Analyst, Morgan Stanley, 2013-2018
  • Investment Associate, RBC Wealth Management, 2005-2013
  • Financial Planning Associate, Wachovia Securities, 2004-2005
  • Financial Advisor, Retirement Planning Specialist, Morgan Stanley, 2002-2003

Education

  • Lake Forest Graduate School of Management, MBA with Specialization in Finance
  • DePaul University, Bachelor of Arts, Focus in Finance
  • Northwestern University, Certified Financial Planner, Certification Education Program
  • IMCA, Essentials of Investment Consulting Certificate

Personal interests and affiliations

  • Member of the Barrington Hills Polo Club

Standard mailing address:

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

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