Nicole Gravish Cope
Business Development Officer @Charles Schwab
Charlotte, NC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2024 — Present
Business Development Officer @Charles Schwab
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Proudly introducing Charles Schwab clients to the power of financial planning and wealth management.
EDUCATION
1990 — 1994
LaSalle University
Bachelor of Science, Finance
SKILLS
RetirementStrategic Financial PlanningUniform Combined State LawAsset AllocationMutual FundsSeries 65Asset Management401kInvestment StrategiesAlternative InvestmentsPortfolio ManagementSeries 6Asset ManagmentFixed AnnuitiesSeries 63Investments
ABOUT NICOLE GRAVISH COPE
Dynamic Financial Consulting & Management Expert with 15+ years of professional…
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