Sam Schwartz's Location
Los Angeles, California, United States
Sam Schwartz's Work
- Vice President - Branch Manager @ Fidelity Investments
- Vice President - Branch Manager @ Charles Schwab
- Vice President Senior Financial Consultant @ Charles Schwab
- Associate Financial Consultant @ Charles Schwab
- Client Services Specialist @ Charles Schwab
- Annuity Information Specialist @ Pacific Life
Sam Schwartz's Education
- University of Florida - Warrington College of Business
Bachelor of Science (Finance)
2003 - 2006
Sam Schwartz's Skills
- Wealth Management
- Portfolio Management
- Series 63
- Investment Strategies
- ETFs
- Investments
- Strategy
- Banking and Credit Management
- Retirement
- Asset Allocation
Sam Schwartz's Summary
Sam Schwartz, based in Los Angeles, California, United States, is currently a Vice President - Branch Manager at Fidelity Investments, bringing experience from previous roles at 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 Wealth Management, Portfolio Management, Series 63, Investment Strategies, ETFs and more, Sam Schwartz contributes valuable insights to the industry. Sam Schwartz has 2 emails and 1 mobile phone number on RocketReach.
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