Verified recordFinancial Services

Cody Peterson

Financial Services Representative at Charles Schwab

Based in Keller, United States

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Seniority

Staff

Department

Customer/Client Service

Location

Keller

Industry

Financial Services

Company size

34K

Contact information

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Email

1 credit

c•••••••@schwab.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Cody Peterson

I am currently working toward my Series 7 and Series 63 licenses in my position as a Financial Services Representative at Charles Schwab. Always challenging myself to grow and gain knowledge to effectively succeed in my position. My ultimate goal is to bring my forward-thinking and strategical mindset in an internal financial analytical position. Through experiences, I have learned how to be a goal setting and determined individual in order to be a strong asset to a company. My top five strengths include: achiever, context, individualization, competition, and learner.

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