Charles Schwab
Craig Loewenstein, CWS®, currently serves as Vice President and Branch Manager at Charles Schwab since October 2016. Prior to this role, Craig worked as a District Manager at Waddell & Reed from January 2011 to September 2016 and as a Financial Advisor at Edward Jones from January 2008 to January 2011. Educational qualifications include a Master of Arts in Leadership from Saïd Business School at the University of Oxford (2020), and dual Bachelor's degrees in Human Resource Management and Business Administration from Colorado Technical University (2001-2007).
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