Jonathan Lococo

Jonathan Lococo

VP-Financial Consultant | Boston, Massachusetts, United States

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Work Experience

Charles Schwab

VP-Financial Consultant

2019-07-01 — Present

Charles Schwab

Associate Financial Consultant

2018-02-01 — 2019-07-01

Charles Schwab

Financial Consultant Academy

2016-07-01 — 2018-01-01

Boston University Questrom School of Business

FactSet Student Researcher & TA

2015-09-01 — 2016-05-01

Dutch Point Credit Union

Accounting and Electronic Services Intern

2015-05-01 — 2015-08-01

Dutch Point Credit Union

Member Service Representative

2013-05-01 — 2014-01-01

Skills

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

Languages

English