Deep Enrich
Christopher Pham
Personal Banker
313 followers
Renton, Washington, United States
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About me
VP - Financial Consultant at Charles Schwab Bellevue: Helping clients own their tomorrow.
Education
University of Houston
-Business Administration and Management, General
Experience
Wells Fargo
Aug 2006 - Oct 2008Personal Banker
Charles Schwab
Oct 2008 - nowVP - Financial Consultant
Jun 2023 - nowInvestment Consultant
Jun 2021 - nowClient Relationship Specialist
Nov 2017 - Jun 2021Data Management Analyst
Oct 2014 - Oct 2017Cost Basis Analyst
Oct 2011 - Oct 2014Customer Service Representative
Oct 2008 - Oct 2011
Licenses & Certifications
FINRA Series 63 License - Uniform Securities Agent State Law
FINRAFINRA Series 65 License - Uniform Investment Adviser
FINRA.webp)
FINRA Series 7 License - General Securities Representative
FINRA (Financial Industry Regulatory Authority)
Insurance Producer
Washington State Office of the Insurance CommissionerMay 2022
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