Lu Stone
Vice President -Financial Consultant at Charles Schwab
- Role
- Vice President -financial Consultant at Charles Schwab
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Vice President -financial Consultant
Mar 2021 — Present · Newport Beach, CA, US
Skills
- Retail Banking
- Retirement Planning
- Life Insurance
- Finance
- Microsoft Office
- Loans
- Credit
- Cross Selling
- Financial Services
- Deposits
- Customer Service
- Banking
- Risk Management
- Credit Cards
- Accounting
- Bilingual Communications
- Management
- Executive Management
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