Sean Ball Email & Phone Number
Sr. Strategic Relationship Consultant - Schwab Retirement Business Services @ Charles Schwab
5 free lookup(s).
Sean Ball Location
- Richfield, OH, US
Sean Ball Work
- 2022 -now Sr. Strategic Relationship Consultant - Schwab Retirement Business Services @
- 2019 -2022 Relationship Manager - Retirement Plan Services @
- 2008 -2019 Senior PCRA Relationship Manager @
- 2006 -2008 PCRA Brokerage Representative @
- 2005 -2006 Sales and Service Representative - Private Banking Client Services @ Key Bank - McDonald Financial Group
Sean Ball Education
- Morehead State University
Bachelor's Degree
1996-2001
Sean Ball Skills
- Leadership
- Series 63
- Portfolio Management
- Management
- Sales Operations
- ERISA
- Investments
- Employee Relations
- Relationship Management
- Retirement
- 401k
- Customer Service
- Investment Advisory
- Asset Allocation
- Insurance
- Financial Services
- Retirement Planning
- Wealth Management
- Mutual Funds
- Series 7
Sean Ball Summary
- Sean Ball, based in Richfield, OH, US, is currently a Sr. Strategic Relationship Consultant - Schwab Retirement Business Services at Charles Schwab. Sean Ball brings experience from previous roles at Charles Schwab and Key Bank - McDonald Financial Group. Sean Ball holds a 1996 - 2001 Bachelor's Degree @ Morehead State University. With a robust skill set that includes Leadership, Series 63, Portfolio Management, Management, Sales Operations and more. Sean Ball has 4 emails and 1 mobile phone numbers on RocketReach.
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