Jeannie is a managing director within the branch network at Charles Schwab & Co., Inc. She is responsible for leading six regions and over 100 branch offices in the geographic West division. Jeannie has obtained her Series 7, 63, and 24 licenses in addition to the Certified Financial Planning™ designation.
Jeannie received a B.S. in business finance from Colorado State University in Fort Collins. She serves on the board of advisors for the business school at the University of Colorado (Denver campus). On the home front, her parents never talked about money growing up. That's one reason Jeannie knows the importance of starting the conversation around personal finance and investing now.