Dino Martino
Collaborate with RIA\'s to develop specific actionable strategies for current business objectives.
- Role
- Relationship Manager Schwab Advisor Services at Charles Schwab
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Experience
Relationship Manager Schwab Advisor Services
Jan 2021 — Present
Skills
- Etfs
- Asset Management
- Equities
- Financial Services
- Mutual Funds
- Asset Allocation
- Relationship Management
- Series 63
- 401k
- Series 7
- Retirement Planning
- Finra
- Sales
- Retirement
- Strategic Financial Planning
- Investment Management
- Strategic Planning
- Hedge Funds
- Securities
- Fixed Income
- Investments
- Alternative Investments
- Investment Advisory
- Project Management
- Wealth Management
- Portfolio Management
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