Todd Norton Email & Phone Number
Relationship Manager @ Schwab Advisor Services
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Todd Norton Location
- Bonney Lake, WA, US
Todd Norton Work
- 2015 -now Relationship Manager @
- 2011 -2015 Regional Investment Consultant @
- 2009 -2011 Financial Advisor @
- 2005 -2008 Associate Divisional Director @
- 2004 -2005 Associate Regional Director @
- 2001 -2004 Sales Associate @
- 2000 -2001 Client Service Specialist @
- 1998 -2000 Performance Attribution Product Analyst @ Russell/Mellon Analytical Services
- 1996 -1998 Performance Analyst @ Russell/Mellon Analytical Services
- 1995 -1996 Institutional Sales Associate @ Vining-Sparks, IBG, L.P.
- 1992 -1994 Portfolio Development Assistant @ Nelson Securities, Inc.
Todd Norton Education
- Gonzaga University - School of Business Administration
Finance (International Business, Italian, Philosophy)
1989-1993 - Gonzaga-in-Firenze
(International Business)
1991-1992
Todd Norton Skills
- Territory Management
- Sales Processes
- Customer-Focused Service
- Computer Literacy
- Solution Selling
- Relationship Development
- Presentations
- Key Accounts
- Engaging People
- Asset Allocation
- Mutual Funds
- Asset Management
- Wealth Management
- Financial Advisory
- Investment Advisory
- Investment Strategies
- Portfolio Management
- Strategic Planning
- Services
- Consulting
- Institutional
- Investments
- Financial Services
- Microsoft Word
- Finance
Todd Norton Summary
- Todd Norton, based in Bonney Lake, WA, US, is currently a Relationship Manager at Schwab Advisor Services. Todd Norton brings experience from previous roles at Charles Schwab, UBS Institutional Consulting Group and Russell Investments. Todd Norton holds a 1989 - 1993 Finance in International Business, Italian, Philosophy @ Gonzaga University - School of Business Administration. With a robust skill set that includes Territory Management, Sales Processes, Customer-Focused Service, Computer Literacy, Solution Selling and more. Todd Norton has 1 emails and 1 mobile phone numbers on RocketReach.
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