Izabel Angelova
Wealth Advisor @Charles Schwab
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WORK HISTORY
Wealth Advisor @Charles Schwab
Orlando, FL, US
EDUCATION
Florida International University
Bachelor’s Degree, Business/Managerial Economics
University of North Florida
Master of Business Administration (M.B.A.), Finance, General
ABOUT IZABEL ANGELOVA
Personal Finance Associate specializing in discretionary accounts and team practice operations, who has extensive experience in financial planning, relationship management, sales, marketing, and KPI development and optimization. Adept at preparing meaningful financial reports and presentations, as well as automating schedules, tasks, and implementing internal quality controls to ensure the efficiency and effectiveness of the practice.
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