Michael Brozzo Email & Phone Number
Director - Business Development and Client Engagement
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Michael Brozzo Location
- Orlando, FL, US
Michael Brozzo Work
- 2021 -now Director - Business Development and Client Engagement @ Charles Schwab Investment Advisory
- 2016 -now Portfolio Strategist @
- 2014 -now Managing Director @
- 2008 -2014 VP - Financial Consultant @
- 2002 -2008 Portfolio Consultant @
- 2000 -2002 Registered Representative @
Michael Brozzo Education
- The University of Chicago Booth School of Business
Chicago Booth CIMA® (Education Program)
2021 - University of Central Florida - College of Business Administration
BSBA (Finance)
1994-1999
Michael Brozzo Skills
- Portfolio Management
- Microsoft Excel
- Marketing
- Portfolio Risk
- Investment Decisions
- Alternative Investments
- Series 63
- Retirement Planning
- Financial Planning
- Investments
- Finance
- 401k
- Asset Allocation
- Investment Advisory
- Equities
- Wealth Management
- Mutual Funds
- FINRA
- Strategic Financial Planning
- Series 24
- ETFs
- Trading
- Retirement
- Options
- CRM
- Series 7
- Securities
- Financial Markets
- Investment Management
Michael Brozzo Summary
- Michael Brozzo, based in Orlando, FL, US, is currently a Director - Business Development and Client Engagement at Charles Schwab Investment Advisory. Michael Brozzo brings experience from previous roles at ThomasPartners,Inc, Windhaven Investment Management and Charles Schwab & Co., Inc.. Michael Brozzo holds a Chicago Booth CIMA® in Education Program @ The University of Chicago Booth School of Business. With a robust skill set that includes Portfolio Management, Microsoft Excel, Marketing, Portfolio Risk, Investment Decisions and more. Michael Brozzo has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Michael Brozzo?
Find contact details for 700 million professionals.
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co