Michael Oswald Email & Phone Number
VP Financial Consultant @ Charles Schwab
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Michael Oswald Location
- Washington, DC, US
Michael Oswald Work
- 2023 -now VP Financial Consultant @
- 2021 -2023 Investment Consultant @
- 2020 -2021 Financial Planner @
- 2017 -2020 Financial Advisor @
- 2015 -2017 Capitalization Analyst @ Ascent Consulting Company
- 2014 -2014 Intern @
Michael Oswald Education
- Old Dominion University 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 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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