Position:
VP Financial Consultant at Charles Schwab
Location:
Santa Rosa Beach, Florida, United States
Found email addresses for Connor:
Found phone for Connor:
Jul 2026 - Current
Jun 2025 - Jul 2026
Oct 2022 - Jun 2025
Jan 2021 - Oct 2022
Their professional focus is Certified Financial Planner, Finance, and Financial Planning across 3 core areas.
Connor holds Certified Financial Planner (CFP), Securities Industry Essentials (SIE), and Series 63 certifications.
Finance at Northern Arizona University
Arizona State University - W. P. Carey School of Business
California State Polytechnic University-Pomona
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