Patrick White, CMT, CFP®️, is a Vice President Financial Consultant at Charles Schwab, where they utilize their extensive experience in the financial services industry. Previously, Patrick held roles as a Financial Professional at AXA Advisors, a Branch Manager at Scottrade, and a Vice President Financial Consultant at TD Ameritrade. Patrick’s expertise includes Options, Securities, Equities, Investment Strategies, ETFs, and Mutual Funds. They obtained a Bachelor of Business Administration (B.B.A.) with a focus in Business and Law from Temple University - Fox School of Business and Management.
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