Andrew Peter Email & Phone Number
VP - Sr. Financial Consultant @ Charles Schwab
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Andrew Peter Location
- Cincinnati, OH, US
Andrew Peter Work
- VP - Sr. Financial Consultant @ (April 2024 - Present)
- VP - Financial Consultant @ (July 2019 - April 2024)
- Director, Retirement Planner @ (June 2018 - July 2019)
- Retirement Relationship Manager @ (July 2016 - June 2018)
- Investment Consultant @ (June 2015 - November 2015)
- Portfolio Advisory Services Specialist @ (September 2014 - June 2015)
- Financial Representative @ (May 2014 - September 2014)
- Ambassador @ (July 2006 - January 2009)
- Retirement Solutions Representative @ (November 2015 - July 2016)
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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