Jeffrey Cote

Jeffrey Cote

VP – Sr. Financial Consultant: Helping clients own their tomorrow | Santa Rosa, California, United States

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Work Experience

Charles Schwab

VP – Sr. Financial Consultant

2012-04-01 — Present

Charles Schwab

Branch Manager

2009-01-01 — 2012-03-01

Charles Schwab

Financial Consultant

2003-06-01 — 2008-12-01

Charles Schwab

Employee

1996-01-01 — Present

Skills

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

Languages

English