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
- VP - Branch Manager, Active Trader Branch @ (May 2023 - Present)
- VP - Branch Manager, Active Trader Branch @ (December 2021 - June 2023)
- Trading Solutions Senior Manager @ (August 2018 - December 2021)
- Investor Services Manager @ (September 2017 - August 2018)
- Advisor Relations Manager @ (April 2015 - September 2017)
- Temp Team Manager @ (January 2015 - April 2015)
- Private Client Services - Relationship Manager @ (January 2014 - March 2015)
- New Client Consultant @ (June 2012 - January 2014)
- Business Development Consultant @ (February 2012 - May 2012)
- Financial Services Rep @ (August 2010 - March 2012)
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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