Bill K. Email & Phone Number
VP - Sr Wealth Consultant @ Charles Schwab
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Bill K. Location
- Texas, United States
Bill K. Work
- VP - Sr Wealth Consultant @ (July 2021 - Present)
- Sr Relationship Manager @ (January 2011 - January 2021)
- VP - Outside Salesperson @ (January 2003 - January 2009)
- VP Investment and Trust Services @ (January 1998 - January 2001)
- Sr Financial Advisor @ (January 1993 - January 1998)
- Financial Sales Consultant @ (January 1991 - January 1993)
- Senior Staff- Financial Reporting and Assurance @ (January 1986 - January 1991)
Bill K. Education
- The University of Texas at San Antonio
BBA (Accounting)
- The University of Chicago Booth School of Business
Bill K. Summary
- Bill K., based in Texas, United States, is currently a VP - Sr Wealth Consultant at Charles Schwab. Bill K. brings experience from previous roles at Bland Garvey, CPAs & Wealth Advisors, Fisher Investments, Northern Trust and Fidelity Investments. Bill K. holds a BBA in Accounting @ The University of Texas at San Antonio. Bill K. has 1 emails and 1 mobile phone numbers on RocketReach.
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