Stephen Lo Email & Phone Number
Sr Wealth Consultant @ Charles Schwab
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Stephen Lo Location
- Washington, DC, US
Stephen Lo Work
- 2023 -now Sr Wealth Consultant @
- 2017 -2023 VP – Sr. Financial Consultant @
- 2008 -2017 Vice President and Branch Manager @
- 2004 -2008 Field Vice President @
- 2002 -2004 Financial Planning Director @
- 1997 -2002 District Manager - American Express Financial Advisors @
Stephen Lo Education
- RU
Bachelor Of Arts (Economics)
1986-1992
Stephen Lo Skills
- Small Business Retirement Plans
- Titling and Beneficiary Designations
- Strategy
- Executive Compensation Planning
- Charitable Giving
Stephen Lo Summary
- Stephen Lo, based in Washington, DC, US, is currently a Sr Wealth Consultant at Charles Schwab. Stephen Lo brings experience from previous roles at Charles Schwab, Ameriprise Financial Services, Inc. and Metropolitan Life Insurance Company. Stephen Lo holds a 1986 - 1992 Bachelor Of Arts in Economics @ RU. With a robust skill set that includes Small Business Retirement Plans, Titling and Beneficiary Designations, Strategy, Executive Compensation Planning, Charitable Giving and more. Stephen Lo has 2 emails and 5 mobile phone numbers on RocketReach.
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