Brandon Robinson

About Brandon Robinson

As a Schwab VP Financial Consultant, Client Relationship Advisor, it’s my job to help you create a better financial life and I am passionate about helping military members and their families navigate the unique aspects of financial planning. I am committed to providing guidance specific to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you.I can assist you with: • Wealth management • Investing • Retirement Planning • College planning • And more And you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. To start the conversation, please call me at 87••••••38 or email me at: b••••••••@schwab.com.

Experience

1. VP Financial Consultant, Client Relationship Advisor

   Charles Schwab

   May 2020 — Present · Dallas, TX, US

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Education

• Oklahoma State University

  Bachelor of Science (BS), Economics and International Business

  2000

Skills

• Training
• Strategic Partnerships
• Leadership
• Investments
• Finance
• Management
• Sales
• Marketing
• Portfolio Management
• Negotiation
• Customer Retention
• Small Business
• Coaching
• Salesforce.com
• Mutual Funds
• Strategy
• Strategic Financial Planning
• Wealth Management
• Recruiting
• Social Networking
• Sports Management
• Talent Acquisition
• Executive Search
• Business Development
• New Business Development
• Time Management
• Entrepreneurship
• Accounting
• Cold Calling
• Executive Management