Andrew Peter Email & Phone Number
VP - Sr. Financial Consultant @ Charles Schwab
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Andrew Peter Location
- Cincinnati, OH, US
Andrew Peter Work
- 2024 -now VP - Sr. Financial Consultant @
- 2019 -2024 VP - Financial Consultant @
- 2018 -2019 Director, Retirement Planner @
- 2016 -2018 Retirement Relationship Manager @
- 2015 -2016 Retirement Solutions Representative @
- 2015 -2015 Investment Consultant @
- 2014 -2015 Portfolio Advisory Services Specialist @
- 2014 -2014 Financial Representative @
- 2006 -2009 Ambassador @
Andrew Peter Education
- The Ohio State University Fisher College of Business
Certified Financial Planner (Finance, General)
2016-2017 - University of Cincinnati
Bachelor of Arts (B.A.) (Philosophy)
2009-2013 - University of Cincinnati
Bachelor of Arts (B.A.) (Political Science)
2009-2013
Andrew Peter Summary
- Andrew Peter, based in Cincinnati, OH, US, is currently a VP - Sr. Financial Consultant at Charles Schwab. Andrew Peter brings experience from previous roles at Charles Schwab and Fidelity Investments. Andrew Peter holds a 2016 - 2017 Certified Financial Planner in Finance, General @ The Ohio State University Fisher College of Business. Andrew Peter has 3 emails and 2 mobile phone numbers on RocketReach.
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