Elena Panchenko
VP, UHNW Senior Banker @ Charles Schwab | Wealth Management
- Role
- VP, Uhnw Senior Banker at Charles Schwab
- Location
- Henderson, NV, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
VP, Uhnw Senior Banker
Sep 2018 — Present · Henderson, NV, US
Skills
- Variable Annuities
- Wealth Management Services
- Life Insurance
- Iras
- Lines of Credit
- Consumer Lending
- Personal Financial Planning
- Relationship Management
- Portfolio Management
- Loans
- Securities
- Retirement Planning
- Insurance
- Wealth
- Investments
- Asset Management
- Credit Analysis
- Roth Ira
- Private Banking
- Cash Management
- Financial Planning
- Mortgage Lending
- Fixed Annuities
- Retirement
- Strategic Financial Planning
- Mentoring
- 401k
- Financial Services
- High Net Worth Individuals
- Retail Banking
- Personal Banking
- Cash Flow Lending
- Series 63
- Asset Based Lending
- 401k Rollovers
- Series 7
- Banking Relationships
- Wealth Management
- Loan Origination
- 529 Plans
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.