Laura McDowell

Laura McDowell

Director, Family Office, Charles Schwab & Co., Inc.
San Francisco, California, United States

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Work Experience

Charles Schwab

Director, RIA Sales

2015-04-01 - Present

IndexIQ

Regional Director

2009-04-01 - 2013-05-01

Morgan Stanley

Internal Associate with the Consulting Services Group

2007-06-01 - 2009-04-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English