Ana Ventura Trejo

Duke University Alumna | Financial Consultant Partner @ Charles Schwab

Role: Financial Consultant Partner at Charles Schwab
Location: Dalton, GA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Consultant Partner
Charles Schwab
Jul 2025 — Present · Atlanta, GA, US

Education

Dalton State College
Associate of Arts - AA
2016 — 2018
Duke University
Bachelor's degree
2018 — 2022

Contact information

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Work email
•••••@aboutschwab.com
Personal email
•••••@•••••.com
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Current company

Charles Schwab

Financial Services · 35K employees · Westlake, Texas, United States

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)

aboutschwab.com

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Experience

Financial Consultant Partner

Education

Dalton State College

Duke University

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