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Devon Morley's email & phone

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Client Relationship Specialist at Charles Schwab|San Francisco Bay Area, United States

Position:

Client Relationship Specialist at Charles Schwab

Location:

San Francisco Bay Area, United States

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Last updated: 2025-12-15
Updated: 2025-12-15

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Work Experience 3 years

Client Relationship Specialist at Charles Schwab

Oct 2025 - Current

Senior Tax Specialist at H&R Block

Sep 2024 - Oct 2025

Jr. Financial Analyst at SJSU Spartan Fund (Student-Managed Investment Fund)

Aug 2023 - Jun 2024

Devon Morley started working in 2023, then the employee has changed 2 companies and 2 jobs. On average, Devon Morley works for one company for 10 months.

Education

Bachelor of Business Administration - BBA at San Jose State University

Christopher High School

Skills

Spanish, Pre-Algebra, Presentation Skills, Microsoft Excel, Public Speaking, Family Wealth Management, Organization Skills, Customer Service Representatives, Accounting, Professional Networking, Sales, Media Literacy, Wealth Management Services, Financial Analysis, First Impressions, Forecasting, Analytical Skills

Frequently Asked Questions

What is Devon Morley's minimum period of employment in the companies?

Devon Morley's minimum period of employment in various companies is 10 months.

What is Devon Morley's average duration of employment for different companies?

On average, Devon Morley works for one company for 1 year

What industries has Devon Morley worked in?

Devon Morley works in the Financial Services. Previously, Devon Morley worked in the Retail.

What positions has Devon Morley held before?

Previously, Devon Morley worked as a Senior Tax Specialist, and Jr. Financial Analyst.

How do I contact Devon Morley?

Devon Morley's phone number is +1-***-***-2467. Sign up to get contact details.

Who is the President & CEO of the Charles Schwab?

The President & CEO of the Charles Schwab is Walter W. Bettinger II

Who are Devon Morley's peers at other companies?

Devon Morley's peers at other companies are Keitumetse Luckie Sebifelo and Rachan Gowda and Annie Rhinehart

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