Christina York
- Role
- VP - Financial Consultant at Charles Schwab
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
VP - Financial Consultant
Mar 2018 — Present
Skills
- Wealth Management Services
- Uniform Combined State Law
- Investment Advisory
- Chartered Financial Analyst
- Portfolio Management
- Alternative Investments
- Investment Strategies
- Banking
- Strategic Financial Planning
- Fund of Funds
- Investment Management
- Series 63
- Securities
- Trading
- Bonds
- Fixed Income
- High Net Worth Individuals
- Mutual Funds
- Series 65
- Asset Management
- Options
- Derivatives
- Investments
- Wealth Management
- Series 7
- Finance
- Asset Allocation
- Financial Advisory
- Hedge Funds
- Equities
- Finra
- Private Equity
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