Charles Schwab
Matthew Lefkovits has a robust background in finance, currently serving as Vice President - Financial Consultant at Charles Schwab since June 2020, where responsibilities have included multiple roles such as Financial Consultant Partner and High Net Worth Representative. Previously, Matthew worked as a Client Service Analyst at State Street, excelling in NAV accuracy, mutual fund launches, and workflow improvements. Additional experience includes sales advisory at Spring Venture Group and internships across various finance-related roles. Matthew earned a Bachelor of Science in Finance from The University of Kansas and has pursued educational opportunities at Cimba and Dallas College North Lake Campus.
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Charles Schwab
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The Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States and is one of the largest brokerage firms in the United States.