Sunita Joseph

VP - Financial Consultant

+1 510-665-4658

Financial credentials

  • Series 7, 63, 66 Securities Licenses

Experience

26 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • AFC, Charles Schwab, 2008-2016
  • Client Service Specialist, Charles Schwab, 2007-2008
  • Investment Consultant, Fidelity Investments, 2003-2006
  • Client Service Representative, Fidelity Investments, 2001-2003
  • 401K Specialist, Fidelity Investments, 1998-2001

Education

  • B.S. Environmental Science Purdue University
  • University of Adelaide Exchange Program (Australia)

Standard mailing address:

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

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