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AG

Allan Gu

VP Financial Consultant

Work history

  • Charles Schwab

    VP Financial ConsultantCurrent (over 4 years)

  • TD Ameritrade

    Sr. Financial ConsultantCurrent (almost 13 years)

  • JPMorgan Chase

    AVP, Financial AdvisorApr 2008 - Aug 2012 (over 4 years)

  • Pruco Securities

    Research AnalystSep 2007 - Apr 2008 (7 months)

  • Pacific American

    Project ManagerMay 2003 - Sep 2007 (over 4 years)
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Contact Information

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Email[email protected]
LocationUnited States, Millburn, New Jersey

LinkedInlinkedin.com/in/allan-gu-67634527

Organization

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Charles Schwabfinancial services · 32000 employees · Westlake, United States

Description

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)

Company phone+18002751281

Company websiteaboutschwab.com

LocationWestlake, Texas, United States, 3000 Schwab Way

Market cap52.2B

Industryfinancial services

Employees32000

Founded at1973

Exchangenyse

SymbolSCHW

Annual revenue7.5B

Retail locations111

Twittertwitter.com/charlesschwab

LinkedInlinkedin.com/company/charles-schwab

Facebookfacebook.com/CharlesSchwab

Technologies
Adobe Marketing Cloud
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Akamai
Cedexis Radar
DoubleClick
DoubleClick Conversion
DoubleClick Floodlight
Facebook Custom Audiences
Facebook Login (Connect)
Facebook Widget
Genesys
Google Analytics
Google Dynamic Remarketing
Google Font API
Google Tag Manager
JW Player
Microsoft Office 365
Mobile Friendly
New Relic
Nginx
ON24
Optimizely
Remote
SOASTA
Tealium
Twitter Advertising
Vimeo
iCIMS
Keywords
finance
brokers
brokerage
banking
financial consulting
financial products & services
portfolio management
advisor services
retirement plan services
specialty brokerage services
mutual fund clearing services
banks & credit unions
financial advising
financial services
investing

Employee trends

This chart shows the total number of employees over time.

2.1%
6 Month Growth
0.2%
1 Year Growth
9.8%
2 Year Growth
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