Sean Mcnamara, CFP®

VP - Financial Consultant

+1 312-456-6633

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate Financial Consultant, Charles Schwab, 2018-2021
  • Sr Specialist, Investor Development, Charles Schwab, 2017-2018
  • Financial Services Professional, Charles Schwab, 2014-2017

Education

  • BS, Finance & Marketing, Butler University

Personal interests and affiliations

  • Misericordia, Volunteer
  • Wheeler Mission, Volunteer

Standard mailing address:

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

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