Ben Petty Email & Phone Number
VP - Financial Consultant @ Charles Schwab
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Ben Petty Location
- Frisco, TX, US
Ben Petty Work
- VP - Financial Consultant @ (December 2022 - Present)
- Sr. Financial Consultant @ (November 2019 - December 2022)
- Financial Consultant @ (February 2018 - November 2019)
- Sr. Financial Consultant @ (October 2018 - Present)
- Investment Consultant @ (January 2013 - February 2018)
- Registered Rep @ (September 2010 - December 2012)
- Intern @ (August 2007 - September 2010)
- Customer Service Associate @ (January 2004 - January 2006)
Ben Petty Education
- The University of Texas at Dallas
Bachelor of Science (Finance)
2007-2010
Ben Petty Skills
- Trading
- Financial Modeling
- Customer Service
- Investment Strategies
- Financial Planning
- Retirement Planning
- Series 7
- Wealth Management
- Financial Analysis
- Finance
- Mutual Funds
- Investments
- Securities
- Management
- Financial Services
- Strategic Financial Planning
- Banking
- Microsoft Office
- FINRA
- Public Speaking
- Nursing
- Fixed Income
- Portfolio Management
- Strategic Financial
- Equities
- Bloomberg
- Asset Allocation
Ben Petty Summary
- Ben Petty, based in Frisco, TX, US, is currently a VP - Financial Consultant at Charles Schwab. Ben Petty brings experience from previous roles at TD Ameritrade and Scottrade. Ben Petty holds a 2007 - 2010 Bachelor of Science in Finance @ The University of Texas at Dallas. With a robust skill set that includes Trading, Financial Modeling, Customer Service, Investment Strategies, Financial Planning and more. Ben Petty has 3 emails and 1 mobile phone numbers on RocketReach.
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