Jeffrey Warner
Investment Consultant at Charles Schwab
- Role
- Investment Consultant at Charles Schwab
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Jeffrey Warner
With over five years of experience in the financial services sector, I have a strong background in fixed-income investing, customer service, and regulatory compliance. I hold a Bachelor of Arts degree in History from The Ohio State University, and multiple FINRA certifications, including Series 7, 63, 65, and 9/10. I am passionate about history and learning new things, and I enjoy solving problems and finding the best solutions for my clients. I am a team player, a communicator, and a customer advocate. I strive to deliver excellent results and exceed expectations.
Experience
Investment Consultant
Jun 2024 — Present · Dublin, OH, US
Education
Metropolitan State University of Denver
Bachelor of Arts - BA
2019 — 2021
The Ohio State University
Bachelor of Arts - BA
2021 — 2023
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