Lisa Quartarone, CWS®
Vice President at Charles Schwab
📍 Torrance, California, United States
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Experience
26 Years
Current Role
Vice President
Job Level
Senior
Location
Torrance, California, United States
Personality Overview
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Priorities
Topics Lisa cares about
Strategic Priorities
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Career
Work history
7-2014
Vice President
Charles Schwab
4-2012 - 4-2014
VP, Financial Consultant
Charles Schwab
2010 - 2012
Vice President, Wealth Advisor
Wells Fargo Private Bank
2009 - 2011
Vice President, Wealth Advisor
US Bank Private Client Reserve
3-1998 - 6-2008
Vice President, Senior Account Executive
Fidelity Investments
In the press
Media appearances
Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1990 - 1995
BA
St. Cloud State University
Certified Wealth Strategist
Cannon Financial Institute
Social presence
Other Charles Schwab Employees
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