Chuck Shreve
Senior Vice President of Wealth Management @Fremont Bank
Fremont, CA, US
EMAILS
c••••••••@fremontbank.com
MOBILE NUMBERS
+16•••••••59
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WORK HISTORY
Oct 2021 — Present
Senior Vice President of Wealth Management @Fremont Bank
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SKILLS
Wealth ManagementCustomer ServiceSecuritiesRetirement PlanningRetirement Income StrategiesFinraMortgageSales ManagementInvestmentsFinancial PlanningAsset Allocation401kFinancial ServicesCoachingProfitabilityComplianceFixed AnnuitiesLoansSeries 10Strategic Financial PlanningBankingSeries 6Series 9WealthRetirementSalesRelationship ManagementSeries 7VaSeries 24InsuranceAssetInvestment AdvisorySeries 63Financial Advisory
ABOUT CHUCK SHREVE
I lead a team of Financial Advisors & Trust Officers to extraordinary results in the San…
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