Robert Samuels Email & Phone Number
Director - Money Manager Engagement - Sma and Alts @ Charles Schwab
Robert Samuels Location
Berkeley, California, United States
Robert Samuels Work
- 2016 - now Director - Money Manager Engagement - Sma and Alts @ Charles Schwab
- 2014 - 2016 Regional Sales Director @ Victory Capital
- 2011 - 2014 Regional Sales Manager - Northern California and Northwest @ ALPS, A DST Company
- 2006 - 2010 Portfolio Strategy Consultant @ UBS
- 1997 - 2006 Regional Consulting Specialist @ Morgan Stanley
- 1995 - 1997 Tech Analyst @ Morgan Stanley
Robert Samuels Education
- UC San Diego
Bachelor of Science (Economics)
1991 - 1995
Robert Samuels Skills
- Series 7
- Alternative Investments
- Mutual Funds
- Asset Allocation
- Hedge Funds
- Series 63
- Investments
- Asset Managment
- Wealth Management
- Equities
Robert Samuels Summary
Robert Samuels, based in Berkeley, California, United States, is currently a Director - Money Manager Engagement - Sma and Alts at Charles Schwab. Robert Samuels brings experience from previous roles at Victory Capital, Alps, a DST Company, Ubs and Morgan Stanley. Robert Samuels holds a 1991 - 1995 Bachelor of Science in Economics @ UC San Diego. With a robust skill set that includes Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Hedge Funds and more. Robert Samuels has 4 emails and 1 mobile phone numbers on RocketReach.
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