Shannon Peace

VP - Financial Consultant

+1 805-884-4202

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

27 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Associate Financial Consultant, Charles Schwab & Co., Inc., 2018-2020
  • Founder / Managing Member, Break Away Capital Management, LLC., 2015-2018
  • Chief Executive Officer, Broad Reach Capital Management, Inc., 2012-2018
  • Managing Principal, Alluviant Group,LLC., 2008-2012
  • Finanical Advisor, Wachovia Securities, 2007-2008

Education

  • Vanguard University, BA, Finance

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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