Devon Morley

Devon Morley: Email & Phone Number

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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: 2026-07-01
Updated: 2026-07-01

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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 11 months.

Their professional focus is Accounting, Analytical Skills, and Customer Service Representatives across 3 core areas.

Devon holds Securities Industry Essentials (SIE) and Series 7 certifications.

Education

Bachelor of Business Administration - BBA at San Jose State University

Christopher High School

Skills

Customer Service Representatives, Analytical Skills, Accounting

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