Angela Green

Angela Green is an accomplished finance professional with a wealth of experience in the industry. She studied Bachelor of Science in Finance at the prestigious University of Florida and later pursued a Masters in Business Administration, Finance at the University of West Florida. Over the years, Angela has worked with various top-tier financial firms in different capacities, including Merrill Lynch and TD Ameritrade, where she served as a Financial Advisor and Investment Consultant, respectively. Her role as a Business Development Officer at Charles Schwab saw her overseeing the smooth running of Schwab Advisor Services, providing clients with top-notch financial advice. Presently, Angela is the President of Advisor Transitions Group. With her experience and expertise, she has become a leading authority in the finance industry, and her insights and tips are highly regarded by both budding and seasoned professionals.