Zach Ziccardi, AAMS®, MBA

VP - Financial Consultant

+1 303-260-5906

Financial credentials

  • Accredited Asset Management Specialist℠
  • Master in Business Administration
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2015-present
  • Registered Rep, Charles Schwab, 2006-2008
  • Pinnacle HNW Reg Rep, Charles Schwab, 2008-2011
  • Investment Consultant, Charles Schwab, 2011-2015
  • Financial Consultant, Charles Schwab, 2015

Education

  • Colorado State University Undergrad BA Economics
  • Regis University MBA Finance and Accounting
  • Accredited Asset Management Specialist College of Financial Planning

Personal interests and affiliations

  • Volunteer Junior Achievement
  • Volunteer Special Olympics Colorado

Standard mailing address:

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

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