Coleton Panowyk

Investment Consultant, Financial Solutions Branch at Charles Schwab

Coleton Panowyk is a finance professional with experience in various roles within the financial services industry. At Charles Schwab, from January 2024 to September 2025, Coleton worked as an Investment Consultant in both the Financial Solutions Branch and the Financial Consultant Academy, as well as serving as a CS&S Intern in the Aspiring Talent Academy, where assistance in financial reporting and client interactions enhanced organizational efficiency. Prior experience includes a role as a Bartender at Riot Hospitality Group, focusing on inventory management and customer service training, and as a Financial Planning Intern at Bayntree Wealth Advisors, where account management and client relations were prioritized. Earlier experience as a Customer Service Representative at Corsa Motors, LLC involved direct client engagement and operational efficiency improvements. Coleton holds a Bachelor of Science in Finance from the W. P. Carey School of Business at Arizona State University.

Links


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices