Jeff Roman Email & Phone Number
VP - Financial Consultant @ Charles Schwab
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Jeff Roman Location
- Napa, CA, US
Jeff Roman Work
- VP - Financial Consultant @ (April 2025 - Present)
- Financial Representative @ (September 2024 - March 2025)
- Director of Operations @ (September 2023 - September 2024)
- Sales Director @ (July 2019 - September 2024)
- Account Manager @ (June 2015 - September 2024)
- Director of Retail Sales @ (October 2009 - June 2015)
- Hospitality Manager @ Elizabeth Spencer Wines (February 2008 - October 2009)
Jeff Roman Education
- DePaul University
Bachelor of Arts
Jeff Roman Skills
- Leadership Development
- Communication Training
- Business Planning
- Thinking Skills
- Strategic Thinking
- Sales Strategy
- Persuasion
- Consultative Selling
- Business-to-Business (B2B)
- Sales Process Development
- Sales Forecasting
- Business Relationship Management
- Written Communication
- Sales Processes
- Relationship Building
- Communication
- Sales Operations
- Planning Budgeting & Forecasting
- Business Travel
- Sales Presentations
- Lease Financing
- Negotiation
- Business Development
- Key Account Development
- Sales & Marketing
- Leadership
- Account Management
- Sales Management
- Direct Sales
- Wine Education
- Wine Sales
- Hospitality
- Wine
- Wine Tasting
- Wineries
- Winemaking
- Food
- Beer
- Food Pairing
- Beverage Industry
- Wine & Spirits Industry
- Food & Beverage
- POS
- Champagne
- Alcoholic Beverages
- Event Management
- Sales
- Direct to Consumer
- Marketing Strategy
- Menu Development
- Food and Beverage
- Wine and Spirits Industry
- Strategy
- New Business Development
- Microsoft Office
- Customer Service
Jeff Roman Summary
- Jeff Roman, based in Napa, CA, US, is currently a VP - Financial Consultant at Charles Schwab. Jeff Roman brings experience from previous roles at Northwestern Mutual and H&A Group. Jeff Roman holds a Bachelor of Arts @ DePaul University. With a robust skill set that includes Leadership Development, Communication Training, Business Planning, Thinking Skills, Strategic Thinking and more. Jeff Roman has 3 emails and 1 mobile phone numbers on RocketReach.
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