Connor Price

Connor Price

CFA Level III Candidate | Philadelphia, Pennsylvania, United States

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Work Experience

Charles Schwab

Senior Manager, Wealth Advisor

2023-05-01 — Present

Charles Schwab

Manager, Wealth Advisor

2021-05-01 — 2023-05-01

Vanguard

Investment Analyst

2019-06-01 — 2021-05-01

Vanguard

Senior Accountant

2018-01-01 — 2019-06-01

Wawa, Inc.

Fuel & Subsidiary Accountant

2017-03-01 — 2018-01-01

Wawa, Inc.

Fixed Asset Accountant

2015-12-01 — 2017-02-01

Wawa, Inc.

Corporate Accounting Intern

2014-05-01 — 2015-12-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services

Languages

English