Deep Enrich
Anthony LoBalbo
Financial Advisor
488 followers
Gainesville, Virginia, United States
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About me
Director at Charles Schwab Premier Bank leading our Advisor Services dedicated Senior Banking team.
Education
University at Albany, SUNY
-Bachelor of Business Administration - BBA Concentration in Finance and Mangement
Experience
Ameriprise Financial Services, LLC
Feb 2008 - Sept 2008Financial Advisor
Merrill Lynch
Oct 2008 - May 2012Registered Client Associate
Merrill Edge
May 2012 - Jul 2015Market Sales Manager
May 2013 - Jul 2015Financial Solutions Advisor
May 2012 - May 2013
Charles Schwab
Jul 2015 - nowDirector at Charles Schwab Premier Bank
Feb 2022 - nowRegional Banking Manager
Jul 2015 - Feb 2022
Licenses & Certifications
Series 10
FINRASeries 7
FINRASeries 66
FINRASeries 9
FINRA
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