Agustin Ortiz
Investment Consultant @Charles Schwab
San Francisco, CA, US
EMAILS
a••••••••@schwab.com
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2023 — Present
Investment Consultant @Charles Schwab
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Corte Madera, CA, US
EDUCATION
2020 — 2022
San Francisco State University
Bachelor's degree, Business (Finance)
2018 — 2020
Santa Monica College
Bachelor of Business Administration - BBA, Accounting and Finance
ABOUT AGUSTIN ORTIZ
I am currently working at Charles Schwab in the Financial Consultant Academy. Through the academy I have obtained my series 7 and 66 licenses and am working towards becoming a financial consultant.
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