Jamie Lotta
VP - Financial Consultant
- Role
- Vice President - Financial Consultant at Charles Schwab
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Jamie Lotta
At Schwab, we are committed to providing advice unique to your situation that is clear, relevant, and actionable, and we’ll work hard to find solutions and strategies that are right for you. We can assist you with: • Wealth management • Investing • Portfolio analysis • College planning • And more And you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 20••••••07 or email me at: J••••••••@schwab.com
Experience
Vice President - Financial Consultant
May 2022 — Present · Seattle, WA, US
At Schwab, we are committed to providing advice unique to your situation that is clear, relevant, and actionable, and we’ll work hard to find solutions and strategies that are right for you.We can assist you with:• Wealth management• Investing• Portfolio analysis• College planning • And moreAnd you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, email me at: J••••••••@schwab.com
Education
Loyola Marymount University, College of Business Administration
BA
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