Richard Dunn
Committed to helping clients pursue their financial goals through education and a disciplined approach to investing.
- Role
- Assistant Branch Manager at Charles Schwab
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
Experience
Assistant Branch Manager
Feb 2021 — Present · Irvine, CA, US
Skills
- Financial Services
- Banking
- Mutual Funds
- Securities
- Risk Management
- Series 7
- Portfolio Management
- Loans
- Equities
- Wealth Management
- Investments
- Series 63
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