Lin Chfc

Lin Chfc

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

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Work Experience

Charles Schwab

VP - Senior Financial Consultant

2017-01-01 — Present

Charles Schwab

VP - Financial Consultant

2012-12-01 — 2016-12-01

E*TRADE Financial

Corporate Services Financial Consultant

2012-10-01 — 2012-11-01

E*TRADE Financial

Branch Manager

2008-05-01 — 2012-10-01

E*TRADE Financial

Relationship Manager/Assistant Branch Manager

2006-08-01 — 2008-05-01

Kelmoore Investment Company

Inside Wholesaler

2005-03-01 — 2005-09-01

Prudential Financial

Financial Services Associate

2003-01-01 — 2005-03-01

Skills

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

Languages

English