Scott Martinez Email & Phone Number
Sr. VP – Financial Consultant @ Charles Schwab
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Scott Martinez Location
- San Ramon, CA, US
Scott Martinez Work
- 2011 -now Sr. VP – Financial Consultant @
- 2008 -2011 Regional Banking Private Banker @
- 2008 -2011 Financial Specialist @
- 2005 -2008 Account Executive @
Scott Martinez Education
- Saint Mary's College of California
Bachelor of Science (Business/Managerial Economics)
2001-2005
Scott Martinez Skills
- Series 63
- Titling and Beneficiary Designations
- Banking and Credit Management
- Small Business Retirement Plans
- Charitable Giving
- College Planning
- Executive Compensation Planning
- Asset Allocation
- Investments
- 401K Rollovers
- Strategy
- Series 7
Scott Martinez Summary
- Scott Martinez, based in San Ramon, CA, US, is currently a Sr. VP – Financial Consultant at Charles Schwab. Scott Martinez brings experience from previous roles at Wells Fargo Advisors, Wachovia Securities Financial Network and Accredited Home Lenders. Scott Martinez holds a 2001 - 2005 Bachelor of Science in Business/Managerial Economics @ Saint Mary's College of California. With a robust skill set that includes Series 63, Titling and Beneficiary Designations, Banking and Credit Management, Small Business Retirement Plans, Charitable Giving and more. Scott Martinez has 3 emails and 1 mobile phone numbers on RocketReach.
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