Adam Schwartz

About Adam Schwartz

In my role as the Director for Advisor Services Enterprise Business Development, I drive new opportunities with critical Enterprise business relationships. My goal is to strengthen these relationships by identifying growth trends, uncovering opportunities that fit their business model, and strategic deal planning. I work closely with the Advisor Services Business Development Officers to identify the right opportunities to bring to the Enterprise channel. At Schwab, we have over 30 years of experience serving independent advisors, and have grown to serve firms of every size. As the largest custodian of RIAs, we have deep experience and unique insights into the factors that drive business success. We’re continually focused on helping advisors turn those insights into action to create the firm they want. We have a deep commitment to the industry, and are always developing new ways to fuel our clients’ success.To learn more about how Schwab Advisor Services can help your firm, call me at (81••••••52 or email me at: a••••••••@schwab.com.

Experience

1. Managing Director, Enterprise Business Development

   Charles Schwab

   Sep 2005 — Present · Newport Beach, CA, US

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Education

• University of Florida

  Bachelor of Science (B.S.), Finance

  1998 — 2002

Skills

• Investment Advisory
• Series 7
• Asset Allocation
• Mutual Funds
• Securities
• Business Development
• Wealth Management
• Alternative Investments
• Strategic Financial Planning
• Ria
• Series 63
• Strategy
• Investments
• Portfolio Management
• Asset Management
• Financial Services