Geoff Wendover
- Role
- VP, Financial Consultant at Charles Schwab
- Location
- Redmond, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
VP, Financial Consultant
Nov 2020 — Present
Personal Achievements- 2022 Key Contributor Award - 2021 Key Contributor Award - 2020 Key Contributor Award
Skills
- Series 7
- Leadership
- Securities Regulation
- Risk Management
- Equities
- Retirement Planning
- Financial Services
- Securities
- Series 9
- Series 63
- Financial Analysis
- Series 10
- Investments
- Wealth Management
- Investment Advisory
- Asset Allocation
- Licensing
- Finra
- Mutual Funds
- Trading
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