Chuck Schroeder's Location
Chatham, NJ, US
Chuck Schroeder's Work
- Financial Advisor and Partner @ Madison & Main Advisors, LLC
- Managing Director, Sales Trader @ Canaccord Genuity Inc.
- Director, Sales Trader @ Sterne Agee
- Vice President, Sales Trader @ Prudential Financial
- Vice President Equity Trading @ Lazard Asset Management
Chuck Schroeder's Education
- The American College of Financial Services
RICP® (Retirement Income Certified Professional)
2021 - 2022 - University of Delaware
Bachelor of Arts - BA (Political Science and Government)
Chuck Schroeder's Skills
- Leadership
- Estate Planning
- Financial Advisory
- Solution Selling
- Defined Contribution
- Insurance
- Wealth Transfer
- Intergenerational Wealth Transfer
- Financial Planning
- Investments
Chuck Schroeder's Summary
Chuck Schroeder, based in Chatham, NJ, US, is currently a Financial Advisor and Partner at Madison & Main Advisors, LLC, bringing experience from previous roles at Canaccord Genuity- Global Capital Markets, Sterne Agee, Prudential Financial and Lazard Asset Management. Chuck Schroeder holds a 2021 - 2022 RICP® in Retirement Income Certified Professional @ The American College of Financial Services. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Solution Selling, Defined Contribution and more, Chuck Schroeder contributes valuable insights to the industry. Chuck Schroeder has 1 email and 1 mobile phone number on RocketReach.
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