Scot Wade

Scot Wade

Sr Financial Consultant Partner at Charles Schwab

Role
Sr Financial Consutant Partner at Charles Schwab
Location
Washington, DC, US
LinkedIn followers
500 followers

About Scot Wade

Experienced Senior Associate Consultant with a demonstrated history of working in the financial services industry. Skilled in Microsoft Excel, Series 24, Customer Service, Microsoft Word, and FINRA. Strong finance professional with a Bachelor of Science - BS focused in Journalism from Oregon State University.

Experience

  1. Sr Financial Consutant Partner

    Charles Schwab

    Apr 2025 — Present · New York, NY, US

Education

  • Oregon State University

    Bachelor of Science - BS, Journalism

    1984 — 1987

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