Erin Pennix

Investment Consultant at Charles Schwab

Role
Investment Consultant at Charles Schwab
Location
Roanoke, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Investment Consultant

    Charles Schwab

    Feb 2025 — Present · Westlake, TX, US

Education

  • University of Texas at Dallas - Naveen Jindal School of Management

    Master

    2015 — 2017

Skills

  • Credit
  • Customer Service
  • Corporate Finance
  • Commercial Banking
  • Management
  • Business Analysis
  • Financial Analysis
  • Banking
  • Team Management
  • Portfolio Management
  • Loans
  • Credit Risk
  • Finance
  • Microsoft Office
  • Mortgage Lending
  • Financial Services
  • Crm
  • Microsoft Excel
  • Credit Analysis
  • Analysis

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Erin Pennix — Investment Consultant at Charles Schwab in Roanoke, TX, US | Unifers