Sam Schwartz Email & Phone Number
VP - Branch Manager @ Charles Schwab
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Sam Schwartz Location
- Los Angeles, CA, US
Sam Schwartz Work
- VP - Branch Manager @ (July 2020 - Present)
- Vice President - Branch Manager @ (August 2018 - July 2020)
- Vice President - Branch Manager @ (October 2016 - August 2018)
- Vice President Senior Financial Consultant @ (October 2010 - October 2016)
- Associate Financial Consultant @ (October 2009 - September 2010)
- Client Services Specialist @ (August 2007 - September 2009)
- Annuity Information Specialist @ (January 2007 - July 2007)
Sam Schwartz Education
- University of Florida - Warrington College of Business
Bachelor of Science (Finance)
2003-2006
Sam Schwartz Skills
- Asset Allocation
- Banking and Credit Management
- Strategy
- Investments
- Wealth Management
Sam Schwartz Summary
- Sam Schwartz, based in Los Angeles, CA, US, is currently a VP - Branch Manager at Charles Schwab. Sam Schwartz brings experience from previous roles at Fidelity Investments and Charles Schwab. Sam Schwartz holds a 2003 - 2006 Bachelor of Science in Finance @ University of Florida - Warrington College of Business. With a robust skill set that includes Asset Allocation, Banking and Credit Management, Strategy, Investments, Wealth Management and more. Sam Schwartz has 3 emails and 2 mobile phone numbers on RocketReach.
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