Nicholas Kolb Email & Phone Number
Senior Specialist, Financial Crimes Risk Management @ Charles Schwab
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Nicholas Kolb Location
- Glendale, AZ, US
Nicholas Kolb Work
- Senior Specialist, Financial Crimes Risk Management @ (May 2021 - Present)
- Client Service Administrator - Stock Plan Services @ (March 2019 - May 2021)
- Senior Specialist - Operations - Stock Plan Services @ (April 2017 - March 2019)
- Specialist - Operations - Alternative Investment Custody Services - Purchase Team @ (April 2014 - April 2017)
- Staff Accountant @ (April 2012 - April 2014)
- Financial Consultant @ (June 2006 - April 2012)
- Registered Associate @ AIG Financial Advisors, Inc. / Sentra Securities Corp. (March 2005 - June 2006)
Nicholas Kolb Education
- Santa Clara University Leavey School of Business
(Equity Compensation Associate)
2019-2019 - Arizona State University West
Bachelor of Science (BS) (Accounting)
2003-2006
Nicholas Kolb Skills
- Leadership
- Estate Planning
- Financial Advisory
- PowerPoint
- Fixed Annuities
- Retirement Planning
- Portfolio Management
- Financial Modeling
- Investments
- Healthcare
- Finance
- Investment Advisory
- Asset Managment
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Financial Analysis
- Retirement
- Series 7
Nicholas Kolb Summary
- Nicholas Kolb, based in Glendale, AZ, US, is currently a Senior Specialist, Financial Crimes Risk Management at Charles Schwab. Nicholas Kolb brings experience from previous roles at Charles Schwab and Sulzer. Nicholas Kolb holds a 2019 - 2019 Santa Clara University Leavey School of Business. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, PowerPoint, Fixed Annuities and more. Nicholas Kolb has 3 emails and 1 mobile phone numbers on RocketReach.
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