Deep Enrich
Sam Whalen
Virginia Beach, Virginia, United States
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About me
Investment Consultant at Charles Schwab
Education
West Virginia University
2007 - 2012Multidiciplinary Studies Business Management, Economics, Communications
Experience
WesBanco
Jul 2014 - Apr 2017Senior Personal Banker
Nov 2015 - Apr 2017Banking Center Manager
Jul 2014 - Nov 2015
Wells Fargo
Apr 2017 - Nov 2021Licensed Banker
Sept 2019 - Nov 2021Personal Banker
Apr 2017 - Sept 2019
Charles Schwab
Nov 2021 - nowInvestment Consultant
Licenses & Certifications
Series 65
FINRASept 2019Series 63
FINRASept 2019Series 6
FINRASept 2019Series 7
FINRAJan 2022SIE
FINRASept 2019
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