Brett Grau's Location
Englewood, CO, US
Brett Grau's Work
- Wealth Strategist and Portfolio Planning Consultant with SPCIA @ Charles Schwab
- Senior Product Manager Digital, Advice, and Planning @ Charles Schwab
- Senior Planner: Centralized Planning Team @ Charles Schwab
- Vice President - Financial Advisor @ Personal Capital
- Portfolio Consultant @ Charles Schwab
- Consumer Services Representative @ Bank of Hawaii
- Inside Sales Associate @ Cars Commerce
Brett Grau's Education
- Dartmouth MBA Graduate
Master of Business Administration (M.B.A.) (Finance and Sustainable Development)
2017 - 2022 - Hawaii Pacific University
Bachelor of Science (Business Administration)
2001 - 2005 - Industry Credentials & Certifications
Various Professional Development Pursuits
Brett Grau's Skills
- Nasd Series 7
- Nasd Series 66
- Nasd Series 8
- FINRA
- Trading
- Equities
- Portfolio Management
- Investments
- Asset Managment
- Financial Modeling
Brett Grau's Summary
Brett Grau, based in Englewood, CO, US, is currently a Wealth Strategist and Portfolio Planning Consultant with SPCIA at Charles Schwab, bringing experience from previous roles at Charles Schwab and Personal Capital. Brett Grau holds a 2017 - 2022 Master of Business Administration (M.B.A.) in Finance and Sustainable Development @ Dartmouth MBA Graduate. With a robust skill set that includes Nasd Series 7, Nasd Series 66, Nasd Series 8, FINRA, Trading and more, Brett Grau contributes valuable insights to the industry. Brett Grau has 2 emails on RocketReach.
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