Michael Posner

Michael Posner

Vice President, Senior Financial Consultant at Charles Schwab
Los Angeles, California, United States

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Work Experience

Charles Schwab

Vice President, Senior Financial Consultant

2024-04-01 - Present

TD Ameritrade

Senior Financial Consultant

2014-06-01 - 2023-01-01

New England Financial

Financial Advisor & Registered Representative

2010-06-01 - 2014-05-01

Banc of America Investment Services, Inc.

Financial Advisor

2008-03-01 - 2009-03-01

Presidio Financial Partners

Associate

2005-08-01 - 2008-01-01

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