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
- 2023 -now Senior Regional Manager- Specialists @
- 2023 -2023 Director @ Schwab Wealth Advisory
- 2018 -2022 Regional Manager, Planning and Portfolio Group @ Schwab Private Client Investment Advisory, Inc.
- 2015 -2018 Senior Team Manager- Fixed Income and Hedging Strategies @ Schwab Private Client Investment Advisory, Inc
- 2010 -2015 Senior Financial Planner @ Schwab Private Client Investment Advisory, Inc.
- 2006 -2010 Regional Bond Specialist @
- 2003 -2006 Portfolio Consultant @
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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