Winnie Jung

VP - Financial Consultant

+1 650-358-5521

Financial credentials

  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Planning Consultant, Fidelity Investments, 2021-2021
  • Financial Consultant Partner, Charles Schwab, 2018-2021
  • Client Relationship Specialist, Charles Schwab, 2017-2018
  • Relationship Banker / SBS, JPMorgan Chase, 2013-2015
  • Personal Banker, JPMorgan Chase, 2012-2013

Education

  • BS, Administration with concentration Finance, SFSU

Standard mailing address:

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

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