Kris Anest has been in the brokerage business since February 1987. She started her career with Fidelity Investments working in Salt Lake City, Utah and Boston, Massachusetts.
She has been with Charles Schwab since December 1995 with a break in service from 2001 to 2007. During her break in service, she taught World History, Economics and Advanced Placement Macroeconomics at North Canyon High School in Phoenix, Arizona. During her teaching tenure, she continued to provide independent investment consulting services.
During her tenure with Schwab, Kris has served as a registered representative in Participant Services, Retail Brokerage Services, Quality Assurance and Retail Help and Advice. She managed Participant Services call center teams and most recently managed a team as a Senior Manager in Trading Operations. She has co-chaired the Schwab Phoenix Community Ambassador Team and is active in non-profit efforts. She is an OCJ Kids board member and an executive board member on the Arizona Council on Economic Education.
Kris attended Arizona State University where she earned a Bachelor of Arts degree in Secondary Education with a concentration in History and Economics. She earned her Master’s Degree in Organizational Leadership from St. Mary’s University, MN. She is FINRA Series 63, 66, 7, 9 and 10 licensed and Schwab also carries her P&C insurance licenses. Kris’ hobby is competitive ballroom dancing.