Andy van Pelt Email & Phone Number
Senior Manager Retail Supervision and Risk Management @ Charles Schwab
5 free lookup(s).
Andy van Pelt Location
- Texas, United States
Andy van Pelt Work
- 2024 - now Senior Manager Retail Supervision and Risk Management @
- 2022 - 2024 Senior Manager @
- 2021 - 2022 Financial Services Team Manager @
- 2020 - 2021 Onboarding Specialist @
- 2019 - 2020 Private Client Services @
- 2016 - 2019 Financial Consultant @
- 2015 - 2016 Client Service Specialist @
- 2013 - 2015 Financial Representative @
Andy van Pelt Education
- Texas State University
Bachelor of Arts (B.A.) (History)
2008 - 2012
Andy van Pelt Skills
- Risk Management
- Supervisory Skills
- Coaching
- Teaching
- Financial Services
- Leadership
- Finance
- Mutual Funds
- Financial Planning
- Investments
- Financial Analysis
- Microsoft Excel
- Microsoft Office
- Customer Service
- Teamwork
- Retirement
Andy van Pelt Summary
- Andy van Pelt, based in Texas, United States, is currently a Senior Manager Retail Supervision and Risk Management at Charles Schwab. Andy van Pelt brings experience from previous roles at Charles Schwab and TD Ameritrade. Andy van Pelt holds a 2008 - 2012 Bachelor of Arts (B.A.) in History @ Texas State University. With a robust skill set that includes Risk Management, Supervisory Skills, Coaching, Teaching, Financial Services and more. Andy van Pelt has 3 emails and 1 mobile phone numbers on RocketReach.
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Andy van Pelt
Senior Manager Retail Supervision and Risk Management
Texas, United States
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