Jeffrey Coté
VP – Sr. Financial Consultant: Helping clients own their tomorrow
- Role
- VP Sr Financial Consultant at Charles Schwab
- Location
- Santa Rosa, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jeffrey Coté
As a Schwab Sr. Financial Consultant, it’s my job to help you create a better financial…
Experience
VP Sr Financial Consultant
Apr 2012 — Present · CA
Skills
- Investments
- Strategy
- 401k Rollovers
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