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
- Director - Business Development and Client Engagement @ Charles Schwab Investment Advisory (July 2021 - Present)
- Portfolio Strategist @ (August 2016 - Present)
- Managing Director @ (October 2014 - Present)
- VP - Financial Consultant @ (February 2008 - October 2014)
- Portfolio Consultant @ (May 2002 - February 2008)
- Registered Representative @ (January 2000 - May 2002)
Michael Brozzo Education
- University of Central Florida - College of Business Administration
BSBA (Finance)
1994-1999 - The University of Chicago Booth School of Business
Chicago Booth CIMA® (Education Program)
2021
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 1994 - 1999 BSBA in Finance @ University of Central Florida - College of Business Administration. 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.
Others Named Michael Brozzo
Michael Brozzo
Project Manager
Orlando, FL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co