Leslie Gutman
Senior Manager, Centralized Planning at Charles Schwab
- Role
- Senior Manager, Centralized Planning at Charles Schwab
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
Experience
Senior Manager, Centralized Planning
Sep 2022 — Present
Education
College for Financial Planning
CFP® Certification Professional Education Program
2012 — 2016
University of Phoenix
Bachelor of Science (B.S.), Business Administration
College for Financial Planning
Accredited Asset Management Specialist
2012
College for Financial Planning
Chartered Mutual Fund Counselor Course
2002
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