Timothy Sharp, CFP®, MBA

VP - Financial Consultant

+1 312-467-2187

Financial credentials

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

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Associate Financial Consultant, Charles Schwab & Co., Inc., 2017-2018
  • Financial Consultant Academy, Charles Schwab & Co., Inc., 2015-2017

Education

  • BS, Finance, Purdue University
  • MBA, University of Illinois

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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