Don Shin

Don Shin Email and Phone Number

VP - Sr. Financial Consultant @ Charles Schwab
Los Altos, CA, US
Don Shin's Location
San Francisco Bay Area, United States, United States
Don Shin's Contact Details

Don Shin work email

Don Shin personal email

About Don Shin

As a Schwab Financial Consultant, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you.I can assist you with:• Wealth management• Investing• Portfolio analysis• College planning• And moreAnd you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 650-917-5669 or email me at: don.shin@schwab.com.

Don Shin's Current Company Details
Charles Schwab

Charles Schwab

View
VP - Sr. Financial Consultant
Los Altos, CA, US
Website:
schwab.com
Employees:
33019
Company phone:
800-435-4000
Don Shin Work Experience Details
  • Charles Schwab
    Vp - Sr. Financial Consultant
    Charles Schwab
    Los Altos, Ca, Us
  • Charles Schwab
    Vp - Financial Consultant
    Charles Schwab Jul 2019 - Present
    Westlake, Texas, Us
    Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
  • Charles Schwab
    Vp - Assistant Branch Manager
    Charles Schwab Oct 2018 - Jun 2019
    Westlake, Texas, Us
    Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
  • Charles Schwab
    Vp - Financial Consultant
    Charles Schwab Jun 2017 - Oct 2018
    Westlake, Texas, Us
    Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.   For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab © 2017 Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited.  BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
  • U.S. Trust
    Vp, Private Client Advisor
    U.S. Trust Aug 2015 - May 2017
    Us
  • Citi
    Vp, Branch Manager
    Citi Aug 2011 - Jul 2015

Don Shin Skills

Exceptional People Skills Talent Management Strategic Planning Business Strategy Management Leadership Investments Business Development Banking And Credit Management 401k Rollovers Asset Allocation Return On Investment Analysis Institutional Investments Dcf Valuation Sales Management Retail Banking Life Insurance Small Business Lending Consumer Lending Marketing For Small Business Banking Customer Service Sales Credit Cards Finance Analysis Financial Services Credit Loans Commercial Banking Financial Planning Wealth Management Financial Analysis

Don Shin Education Details

  • Northeastern University
    Northeastern University
    General
  • Boston University
    Boston University
    Hospitality Administration/Management

Frequently Asked Questions about Don Shin

What company does Don Shin work for?

Don Shin works for Charles Schwab

What is Don Shin's role at the current company?

Don Shin's current role is VP - Sr. Financial Consultant.

What is Don Shin's email address?

Don Shin's email address is do****@****hoo.com

What schools did Don Shin attend?

Don Shin attended Northeastern University, Boston University.

What are some of Don Shin's interests?

Don Shin has interest in Enterpreneurs, New Business Ideas, Fishing, Sking.

What skills is Don Shin known for?

Don Shin has skills like Exceptional People Skills, Talent Management, Strategic Planning, Business Strategy, Management, Leadership, Investments, Business Development, Banking And Credit Management, 401k Rollovers, Asset Allocation, Return On Investment Analysis.

Who are Don Shin's colleagues?

Don Shin's colleagues are John Blest, Cfp®, Erin Baxter, Bree Morris, Richard Hawkins, Sam Shoultz, Sarah Adler, Yan Zheng.

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