Beck Schooley
- Role
- Vp- Senior Wealth Consultant, Ultra High Net Worth at Charles Schwab
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Beck Schooley
High impact sales leader with track record of delivering results through practical…
Experience
Vp- Senior Wealth Consultant, Ultra High Net Worth
Jan 2024 — Present · Westlake, TX, US
Education
Kaplan University
Bachelor of Science - BS, Finance, General
The University of Texas at Arlington
Finance, General
1993 — 1996
Skills
- Financial Planning
- Financial Advisory
- 401k
- Uniform Combined State Law
- Equities
- Retirement Planning
- Fixed Annuities
- Finra
- Series 24
- Wealth Management
- Sales
- Series 63
- Alternative Investments
- Portfolio Management
- Leadership
- Investments
- Management
- Lean Management
- Financial Services
- Series 7
- Asset Management
- Asset Allocation
- Investment Advisory
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