Barrett Vossler
VP | Sr. Financial Consultant @ Charles Schwab
- Role
- VP Sr Financial Consultant at Charles Schwab
- Location
- Golden, CO, US
- LinkedIn followers
- 500 followers
About Barrett Vossler
As a VP | Sr. Financial Consultant at Charles Schwab, I oversee a book of 370clients with assets of over 2.4bn. I have more than 11 years of experience in the financial services industry, with a focus on financial sales and trading. I hold the Series 3, 7, and 66 licenses issued by FINRA, and I have a B.S. in Finance from Oklahoma State University with honors. My mission is to help clients achieve their financial goals by providing them with tailored guidance and analysis based on their portfolios and needs. I collaborate with management and cross-functional teams to optimize and implement the company\'s CRM and enhance client engagement. I am also passionate about learning new skills and staying updated on the latest market trends and opportunities. Throughout my career, I have been recognized for my outstanding performance and results, earning multiple awards and honors.
Experience
VP Sr Financial Consultant
May 2023 — Present · Denver, CO, US
Education
Oklahoma State University
Finance, General
2010 — 2013
Oklahoma State University
Bachelor of Science (B.S.) Honors
2010 — 2013
Skills
- Options
- Credit Risk
- Credit Analysis
- Securities
- Credit
- Financial Modeling
- Leadership
- Trading
- Derivatives
- Financial Analysis
- Microsoft Word
- Financial Services
- Finance
- Derivatives Trading
- Fx Trading
- Operational Risk Management
- Microsoft Office
- Sales
- Portfolio Management
- Mutual Funds
- Futures Trading
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