Rich Kerr's Location
Phoenix, AZ, US
Rich Kerr's Work
- Managing Director Schwab Private Client @ Charles Schwab
- Managing Director Client Services and Support @ Charles Schwab
- Regional Relationship Manager @ Charles Schwab
- Vice President and Branch Manager @ Charles Schwab
- Director of Advised Solutions Training @ Charles Schwab
- Manager of Advised Investing Services @ Charles Schwab
- Various Trading, Sales and Managerial Positions @ Charles Schwab
Rich Kerr's Education
- Southern Methodist University - Cox School of Business
Bachelor Of Business Administration (Finance)
1988 - 1991 - Southern Methodist University
Bachelor Of Business Administration (Finance)
1988 - 1991
Rich Kerr's Skills
- Series 7
- Series 63
- Series 8
- Portfolio Management
- Investments
- Mutual Funds
- Banking
- Wealth Management
Rich Kerr's Summary
Rich Kerr, based in Phoenix, AZ, US, is currently a Managing Director Schwab Private Client at Charles Schwab, bringing experience from previous roles at Charles Schwab. Rich Kerr holds a 1988 - 1991 Bachelor Of Business Administration in Finance @ Southern Methodist University - Cox School of Business. With a robust skill set that includes Series 7, Series 63, Series 8, Portfolio Management, Investments and more, Rich Kerr contributes valuable insights to the industry. Rich Kerr has 5 emails on RocketReach.
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