Shawn Rasmussen, CFP®, CTFA, CWS®, MBA

VP - Branch Manager

Representative for clients not served by a local Schwab branch.

+1 877-507-4839

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Trust and Financial Advisor
  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 7, 9, 10, 24, 51, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

20 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2020-present
  • Senior Manager, USAA, 2011-2020
  • Wealth Manager, USAA, 2009-2011
  • Financial Advisor, Merrill Lynch, 2004-2009
  • Financial Advisor, UBS, 2003-2004

Education

  • BS, United States Military Academy, United States Military Academy, West Point, NY
  • MBA, Troy State University

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