Verified recordFinancial Services

Mason Drum

VP - Financial Consultant at Charles Schwab

Based in United States

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Seniority

Vp

Department

Finance & Accounting

Location

United States

Industry

Financial Services

Company size

34K

Contact information

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Email

1 credit

m•••••••@schwab.com

Phone

5 credits

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Background

About Mason Drum

As a financial consultant partner I work closely with the senior consultants in the Boise branch, helping them manage their practices of over $2 billion. I support clients by providing investing guidance and handling day to day requests. I have a passion for helping clients understand their investments and work towards their goals.

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