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
Vice President, Financial Consultant
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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