Stephanie Greeson

VP - Financial Consultant

+1 954-468-2405

Financial credentials

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

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2011-present
  • UBS, 2010-2011
  • Merrill Lynch, 2008-2009

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
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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