Christopher Jacobs
- Role
- Director, Ria Sales at Charles Schwab
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Christopher Jacobs
I am a Finance Leader capable of developing strong relationships, driving performance…
Experience
Director, Ria Sales
Dec 2022 — Present
Skills
- Microsoft Office
- Risk Management
- Asset Allocation
- Finance
- Customer Service
- Financial Analysis
- Series 7
- Series 65
- Portfolio Management
- Investments
- Trading
- Securities
- Financial Planning
- Series 24
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