Thomas Vitale, CWS®

VP - Branch Manager

+1 201-967-3596

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 9, 24, 53, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

24 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2018-present
  • Branch Manager, E*TRADE Financial, 2015-2018
  • Regional Planning Consultant, E*TRADE Financial, 2010-2015
  • VP, Strategic Sales Manager, Alliance Bernstein Investments, 2006-2009
  • AVP, Professional Development Trainer, Alliance Bernstein Investments, 2004-2006
  • Regional Wholesaler, Alliance Bernstein Investments, 2000-2004

Education

  • Saint Thomas Aquinas College
  • Bachelor of Science, Finance

Standard mailing address:

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

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