Sam Schwartz Email & Phone Number
VP - Branch Manager @ Charles Schwab
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Sam Schwartz Location
- Los Angeles, CA, US
Sam Schwartz Work
- 2020 -now VP - Branch Manager @
- 2018 -2020 Vice President - Branch Manager @
- 2016 -2018 Vice President - Branch Manager @
- 2010 -2016 Vice President Senior Financial Consultant @
- 2009 -2010 Associate Financial Consultant @
- 2007 -2009 Client Services Specialist @
- 2007 -2007 Annuity Information Specialist @
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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