Andi Laub

Finance

Profile

Ms. Andi Laub is a Manager-Client Services at Appropriate Balance Financial Services, Inc. She has been with Appropriate Balance since 1998.
Ms. Laub came to ABFS with over 25 years of experience in brokerage operations, including 10 years with Charles Schwab.
She is originally from Chicago, which is where she began her industry experience.
While managing the Options Purchase and Sales Department at Schwab, they relocated her to San Francisco, where she resided and worked for 8 years.

Former positions of Andi Laub

Companies	Position	End
Charles Schwab & Co., Inc. (Broker) Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services	Corporate Officer/Principal	-
Appropriate Balance Financial Services, Inc. Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington	Sales & Marketing	-

See the detail of Andi Laub's experience

Experiences
Positions held

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Listed companies

Private companies