Stephanie Greeson

VP - Assistant Branch Manager

+1 954-468-2414

Financial credentials

  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

17 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2024-present
  • Vice President, Financial Consultant, Charles Schwab, 2012-2024
  • Investment Consultant, Charles Schwab, 2011-2012

Education

  • Bachelors of Science, Finance, Salisbury University

Personal interests and affiliations

  • Alpha Sigma Tau National Sorority
  • Woman's Interactive Network at Schwab

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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