Javier L. Email
Sr. Manager, Wealth Advisor @ Charles Schwab
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Javier L. Location
- New York, NY, US
Javier L. Work
- 2025 -now Sr. Manager, Wealth Advisor @
- 2016 -2025 VP Financial Consultant @
- 2015 -2016 VP Branch Manager @
- 2014 -2015 Stock Benefit Consultant and Financial Advisor @
- 2013 -2014 AVP Branch Manager @
- 2011 -2013 Private Client Relationship Manager @
- 2009 -2010 Small Business Specialist @
- 2008 -2009 Licensed Personal Banking Officer @
Javier L. Education
- College for Financial Planning
(Financial Planning)
2022-2022 - University of Connecticut
Bachelor of General Studies (Sigma Alpha Epsilon, Dean’s List)
- Harrison High School
(Top Ten, National Honor Society, English Club, French Club, Football Team, Baseball Team, Swimming Team, Tennis Team, Drama Club)
Javier L. Summary
- Javier L., based in New York, NY, US, is currently a Sr. Manager, Wealth Advisor at Charles Schwab. Javier L. brings experience from previous roles at Charles Schwab, Citi, UBS and PNC. Javier L. holds a 2022 - 2022 College for Financial Planning. Javier L. has 1 emails on RocketReach.
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