Director - Money Manager Engagement - Separately Managed Accounts @ (August 2016 - May 2023)
Regional Sales Director @ (September 2014 - July 2016)
Regional Sales Manager - Northern California and Northwest @ (February 2011 - August 2014)
Portfolio Strategy Consultant @ (October 2006 - March 2010)
Regional Consulting Specialist @ (January 1997 - January 2006)
ICS Consultant @ (January 1997 - January 2006)
Tech Analyst @ (January 1995 - January 1997)
Bob Samuels Summary
Bob Samuels, based in Berkeley, CA, US, is currently a Senior Relationship Manager at Charles Schwab. Bob Samuels brings experience from previous roles at Charles Schwab, Victory Capital Management, ALPS Fund Services, Inc. and UBS. Bob Samuels has 2 emails on RocketReach.
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