Jake Feltner

Vice President, Financial Consultant at Charles Schwab

Role
Vice President, Financial Consultant at Charles Schwab
Location
Orlando, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Vice President, Financial Consultant

    Charles Schwab

    Jul 2020 — Present · Orlando, FL, US

Education

  • Stetson University

    Bachelor of Business Administration (B.B.A.), Finance

    2004 — 2008

Skills

  • Microsoft Office
  • Investments
  • Leadership
  • Financial Services
  • Financial Analysis
  • Finance
  • Mutual Funds
  • Risk Management
  • Series 7
  • Portfolio Management

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Jake Feltner — Vice President, Financial Consultant at Charles Schwab in Orlando, FL, US | Unifers