Tristan Henderson, MBA, CFP®
VP, Financial Consultant at Charles Schwab
📍 Boston, Massachusetts, United States
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Experience
14 Years
Current Role
VP, Financial Consultant
Job Level
Senior
Location
Boston, Massachusetts, United States
Personality Overview
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Priorities
Topics Tristan cares about
Strategic Priorities
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Career
Work history
1-2023
VP, Financial Consultant
Charles Schwab
1-2022 - 5-2024
VP, Financial Consultant
TD Ameritrade
1-2019 - 2-2022
Senior Financial Consultant
TD Ameritrade
10-2017 - 12-2018
Vice President, Financial Consultant
Santander US
6-2015 - 10-2017
Investment Consultant
Fidelity Investments
In the press
Media appearances
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Education
2017
Master of Business Administration - MBA
Suffolk University - Sawyer Business School
2020
CERTIFIED FINANCIAL PLANNER™
College for Financial Planning
2010
Bachelor of Business Administration (BBA)
Salem State University
Social presence
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