Deep Enrich
Sean Wolfe, CFP®
476 followers
Indianapolis, Indiana, United States
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About me
Sr. Manager - Private Client Advisor at Charles Schwab
Education
Kalamazoo College
2005 - 2009Bachelor of Arts (BA)
Experience
Charles Schwab
Jan 2014 - Mar 2020Chairman's Club- 2015Chairman's Club -2016
Private Client Advisor
Mar 2019 - Mar 2020Associate Private Client Advisor
May 2017 - Mar 2019Sr. Trading Specialist
Sept 2015 - Apr 2017Financial Service Professional
Jan 2014 - Aug 2015
JPMorgan Chase Bank, N.A.
Mar 2020 - Oct 2020Vice President- Investments, Private Client AdvisorCharles Schwab
Nov 2020 - nowSr. Manager - Private Client Advisor
Licenses & Certifications
.webp)
Series 63
Financial Industry Regulatory Authority (FINRA)Mar 2015
CFP®
CFP BoardSeries 9/10
Financial Industry Regulatory Authority (FINRA)Jun 2017Series 7
Financial Industry Regulatory Authority (FINRA)Mar 2015Series 66
Financial Industry Regulatory Authority (FINRA)Sept 2015
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