Zach Newberg

VP - Financial Consultant

+1 515-698-4203

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Planner, Midwest Heritage, 2022-2022
  • Wealth Management Advisor, US Bancorp Investments, 2021-2021
  • Agency Trainer, Farm Bureau Financial Services, 2020-2021
  • Financial Consultant, TIAA, 2014-2020
  • Senior Sales and Retention Specialist, T. Rowe Price, 2010-2014

Education

  • BA, Buena Vista University

Standard mailing address:

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

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