Richard Dunn
Assistant Branch Manager @Charles Schwab
Irvine, CA, US
EMAILS
r••••••••@schwab.com
MOBILE NUMBERS
+13•••••••26
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WORK HISTORY
Feb 2021 — Present
Assistant Branch Manager @Charles Schwab
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Irvine, CA, US
SKILLS
Financial ServicesBankingMutual FundsSecuritiesRisk ManagementSeries 7Portfolio ManagementLoansEquitiesWealth ManagementInvestmentsSeries 63
ABOUT RICHARD DUNN
Committed to helping clients pursue their financial goals through education and a disciplined approach to investing.
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