Steven Mitchell, CFP®, MBA

VP - Financial Consultant

+1 404-724-2462

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

4 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Investment Consultant, Charles Schwab, 2024-2024
  • Financial Consultant Partner, Charles Schwab, 2022-2024
  • Financial Consultant Academy, Charles Schwab, 2020-2022

Education

  • MBA, Northern Kentucky University
  • BA, Information Systems, University of Cincinnati

Standard mailing address:

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

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