Andy van Pelt Email & Phone Number
Senior Manager Retail Supervision and Risk Management @ Charles Schwab
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Andy van Pelt Location
- Texas, United States
Andy van Pelt Work
- Senior Manager Retail Supervision and Risk Management @ (July 2024 - Present)
- Senior Manager @ (June 2022 - July 2024)
- Financial Services Team Manager @ (March 2021 - June 2022)
- Onboarding Specialist @ (August 2020 - March 2021)
- Private Client Services @ (July 2019 - August 2020)
- Financial Consultant @ (December 2016 - July 2019)
- Client Service Specialist @ (March 2015 - December 2016)
- Financial Representative @ (September 2013 - February 2015)
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 2 mobile phone numbers on RocketReach.
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