Xavier Williams

VP - Financial Consultant

+1 408-522-3006

Financial credentials

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

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Investment Consultant, Charles Schwab, 2021-2022
  • Financial Consultant Academy, Charles Schwab, 2020-2021
  • Graduate Research Assistant, America's SBDC, 2018-2019
  • Middle Market Banking Financial Analyst, Wells Fargo, 2018-2018
  • Client Support Intern, Maxwell Money, 2017-2018

Education

  • BA, Business Finance, Dominican University of California
  • MBA, Dominican University of California

Personal interests and affiliations

  • Black Professionals at Charles Schwab

Standard mailing address:

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

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