Greg Perkin Email & Phone Number
Senior Regional Manager- Specialists @ SCHWAB WEALTH INVESTMENT ADVISORY, INC.
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Greg Perkin Location
- Denver, CO, US
Greg Perkin Work
- Senior Regional Manager- Specialists @ (November 2023 - Present)
- Director @ Schwab Wealth Advisory (January 2023 - November 2023)
- Regional Manager, Planning and Portfolio Group @ Schwab Private Client Investment Advisory, Inc. (October 2018 - December 2022)
- Senior Team Manager- Fixed Income and Hedging Strategies @ Schwab Private Client Investment Advisory, Inc (October 2015 - October 2018)
- Senior Financial Planner @ Schwab Private Client Investment Advisory, Inc. (June 2010 - January 2015)
- Regional Bond Specialist @ (January 2006 - January 2010)
- Portfolio Consultant @ (January 2003 - January 2006)
Greg Perkin Education
- College for Financial Planning
Master's Degree (Masters of Science in Finance)
2011-2014 - University of Colorado Boulder
Bachelor of Arts - BA (Music)
1993-1998
Greg Perkin Skills
- Retirement Planning
- Investments
- Wealth Management
- Mutual Funds
- Portfolio Management
- Financial Planning
- Asset Allocation
- Project Management
- Microsoft Excel
- Business Analysis
Greg Perkin Summary
- Greg Perkin, based in Denver, CO, US, is currently a Senior Regional Manager- Specialists at SCHWAB WEALTH INVESTMENT ADVISORY, INC.. Greg Perkin brings experience from previous roles at Schwab Wealth Advisory, Schwab Private Client Investment Advisory, Inc. and Schwab Private Client Investment Advisory, Inc. Greg Perkin holds a 2011 - 2014 Master's Degree in Masters of Science in Finance @ College for Financial Planning. With a robust skill set that includes Retirement Planning, Investments, Wealth Management, Mutual Funds, Portfolio Management and more. Greg Perkin has 1 emails and 2 mobile phone numbers on RocketReach.
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