William Beaufore

William Beaufore: Email & Phone Number

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Investment Consultant at Charles Schwab|Sunnyvale, California, United States

Position:

Investment Consultant at Charles Schwab

Location:

Sunnyvale, California, United States

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Last updated: 2026-10-15
Updated: 2026-10-15

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Current work details
DepartmentFinancial Services
Availability
TimezonePST
Best time to contact12:00 PM – 4:00 PM
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Work Experience 4 years

Investment Consultant at Charles Schwab

Jul 2026 - Current

Client Relationship Specialist at Charles Schwab

Oct 2025 - Current

Server/Bartender/Manager at BLK Earth Sea Spirits Fine Dining

May 2022 - Oct 2025

William Beaufore started working in 2022, then the employee has changed 1 company and 2 jobs. On average, William Beaufore works for one company for 1 year 7 months.

Their professional focus is Administration, Beverage Manufacturing, and Business across 3 core areas.

William holds Series 7, Notary Public Commission, and Securities Industry Essentials (SIE) certifications.

Education

Bachelor of Science at California State University-Long Beach - College of Business

Associate Degree at Cypress Community College

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