Greg Gerber Email & Phone Number
VP - Branch Manager, Active Trader Branch @ Charles Schwab
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Greg Gerber Location
- Southlake, TX, US
Greg Gerber Work
- 2023 -now VP - Branch Manager, Active Trader Branch @
- 2021 -2023 VP - Branch Manager, Active Trader Branch @
- 2018 -2021 Trading Solutions Senior Manager @
- 2017 -2018 Investor Services Manager @
- 2015 -2017 Advisor Relations Manager @
- 2015 -2015 Temp Team Manager @
- 2014 -2015 Private Client Services - Relationship Manager @
- 2012 -2014 New Client Consultant @
- 2012 -2012 Business Development Consultant @
- 2010 -2012 Financial Services Rep @
Greg Gerber Education
- Creighton University
Bachelor (Finance)
2006-2010
Greg Gerber Skills
- Investments
- Series 7
- Series 63
- Mutual Funds
- Securities
- Investment Advisory
- Financial Analysis
- Equities
- Series 66
- Wealth Management
- Retirement Planning
- Portfolio Management
- Financial Planning
- Management
- Leadership
- Series 24
- Services
- Financial Services
- Brokerage
Greg Gerber Summary
- Greg Gerber, based in Southlake, TX, US, is currently a VP - Branch Manager, Active Trader Branch at Charles Schwab. Greg Gerber brings experience from previous roles at TD Ameritrade. Greg Gerber holds a 2006 - 2010 Bachelor in Finance @ Creighton University. With a robust skill set that includes Investments, Series 7, Series 63, Mutual Funds, Securities and more. Greg Gerber has 2 emails and 1 mobile phone numbers on RocketReach.
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