Yevgeny Veksler
VP - Sr Wealth Consultant @Charles Schwab
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WORK HISTORY
VP - Sr Wealth Consultant @Charles Schwab
Orlando, FL, US
EDUCATION
New England College of Business
Master of Business Administration (MBA), Finance
UNC Kenan-Flagler Business School
Master of Science - MS, Accounting
Rutgers University
Bachelor of Arts (BA), Economics, Philosophy
ABOUT YEVGENY VEKSLER
Opportunity catalyst who transforms financial service experiences providing a concierge approach in the private wealth management space for select families and businesses by bringing to the table over a decade of financial service experience spanning Portfolio Management, Legacy Planning, Behavioral Investing, Tax Strategy, and anything personal or commercial banking related.
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