Michael Oswald Email & Phone Number
VP Financial Consultant @ Charles Schwab
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Michael Oswald Location
- Washington, DC, US
Michael Oswald Work
- VP Financial Consultant @ (January 2023 - Present)
- Investment Consultant @ (October 2021 - January 2023)
- Financial Planner @ (June 2020 - October 2021)
- Financial Advisor @ (June 2017 - June 2020)
- Capitalization Analyst @ Ascent Consulting Company (October 2015 - January 2017)
- Intern @ (June 2014 - December 2014)
Michael Oswald Education
- Old Dominion University
Finance
2010-2015
Michael Oswald Skills
- PowerPoint
- 401k Options
- Public Speaking
- Portfolio Review
- Wealth Strategies
- Financial Assesment
- English
- Estate and Legacy Strategies
- Team Leadership
- Strategic Planning
- Asset Protection
- Asset Strategies
- Asset Allocations
- Estate Considerations
- Microsoft Office
- Microsoft Word
- Risk Assessment
- Program Management
- Microsoft Excel
- Financial Analysis
- Wealth Preservation Strategies
- Teamwork
- Management
- Project Management
- Research
- Portfolio Strategies
- Analysis
- Asset Protection Strategies
- Planning Budgeting and Forecasting
- Asset Allocation Strategies
Michael Oswald Summary
- Michael Oswald, based in Washington, DC, US, is currently a VP Financial Consultant at Charles Schwab. Michael Oswald brings experience from previous roles at Charles Schwab, Prudential Financial, Edward Jones and Ascent Consulting Company. Michael Oswald holds a 2010 - 2015 Finance @ Old Dominion University. With a robust skill set that includes PowerPoint, 401k Options, Public Speaking, Portfolio Review, Wealth Strategies and more. Michael Oswald has 2 emails and 2 mobile phone numbers on RocketReach.
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