Travis Todd

Travis Todd

VP - Financial Consultant at Charles Schwab: Helping clients own their tomorrow | Phoenix, Arizona, United States

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Work Experience

Charles Schwab

VP - Financial Consultant

2021-05-01 — Present

Charles Schwab

Sr. Consultant

2020-10-01 — 2021-05-01

Charles Schwab

Sr. Consultant

2008-10-01 — 2019-06-01

Charles Schwab

Sales Consultant

2005-10-01 — 2008-10-01

Charles Schwab

Trading Consultant

1999-11-01 — 2005-10-01

Skills

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

Languages

English