Sean Flood
Sr Wealth Consultant @Charles Schwab
Dallas-Fort Worth, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2020 — Present
Sr Wealth Consultant @Charles Schwab
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Westlake, TX, US
EDUCATION
1999 — 2003
Colby College
Bachelor of Arts (B.A.), American Studies
SKILLS
Retail BankingFinanceSecurities LendingTreasury ManagementCommercial LendingCommercial BankingAsset ManagementSeries 63BankingCreditMerchant ServicesStrategic Financial PlanningSeries 6Series 7Private BankingCredit AnalysisEquitiesFixed IncomeWealth ManagementPortfolio ManagementLoansFinancial ServicesCrmFinancial AdvisoryFinancial PlanningMortgage LendingSecuritiesInvestmentsResidential Mortgages
ABOUT SEAN FLOOD
VP – Sr. Wealth Consultant
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