Byron Ashley Rettig
Byron Ashley Rettig, CFP®, AWMA®
- Role
- Senior Manager- Wealth Advisor at Charles Schwab
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Byron Ashley Rettig
Byron Ashley Rettig, CFP®, AWMA®
Experience
Senior Manager- Wealth Advisor
Sep 2017 — Present
Education
The University of Texas at Arlington
Bachelor of Science, Biology
University of Houston, C.T. Bauer College of Business
Finance and Real Estate
Skills
- Marketing
- Strategic Planning
- Budgets
- Finance
- Life & Health Insurance Licenses
- Portfolio Management
- Loans
- Series 7
- Outlook
- Financial Statement Analysis
- Proformas
- Banking
- Recruiting
- Valuation
- Data Analysis
- Project Management
- Microsoft Word
- Leadership
- Analysis
- Nmls Licensed
- Microsoft Excel
- Powerpoint
- Microsoft Office
- Sales
- Cash Management
- Management
- Crm
- Research
- 63 Licenses
- Event Planning
- Investments
- Series 6
- Financial Analysis
- Business Analysis
- Commercial Real Estate
- Credit
- Access
- Customer Retention
- Customer Service
- Notary Public
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