Matthew Lefkovits
Vice President - Financial Consultant at Charles Schwab
📍 Dallas, Texas, United States
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Experience
8 Years
Current Role
Vice President - Financial Consultant
Job Level
Senior
Location
Dallas, Texas, United States
Personality Overview
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Priorities
Topics Matthew cares about
Strategic Priorities
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Career
Work history
12-2023
Vice President - Financial Consultant
Charles Schwab
12-2021 - 12-2023
Financial Consultant Partner
Charles Schwab
6-2021 - 12-2021
Pinnacle Services-High Net Worth Representative
Charles Schwab
6-2020 - 5-2021
Financial Consultant Academy
Charles Schwab
3-2018 - 6-2020
Client Service Analyst
State Street
In the press
Media appearances
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Education
2013 - 6-2017
Bachelor of Science (B.S.)
The University of Kansas
2015 - 2015
Business
Cimba
2011 - 2013
Education details unavailable
Dallas College North Lake Campus
Social presence
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