Jeffrey Warner
Investment Consultant at Charles Schwab
Based in Columbus, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Columbus
Industry
Financial Services
Company size
34K
Contact information
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j•••••••@schwab.com
Phone
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Background
About Jeffrey Warner
With over five years of experience in the financial services sector, I have a strong background in fixed-income investing, customer service, and regulatory compliance. I hold a Bachelor of Arts degree in History from The Ohio State University, and multiple FINRA certifications, including Series 7, 63, 65, and 9/10. I am passionate about history and learning new things, and I enjoy solving problems and finding the best solutions for my clients. I am a team player, a communicator, and a customer advocate. I strive to deliver excellent results and exceed expectations.
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