Greg Perkin

Senior Regional Manager at Schwab Wealth Advisory

Role: Senior Regional Manager- Specialists at Schwab Wealth Investment Advisory, Inc
Location: Denver, CO, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Senior Regional Manager- Specialists
Schwab Wealth Investment Advisory, Inc
Nov 2023 — Present

Education

College for Financial Planning
Master's Degree, Masters of Science in Finance
2011 — 2014
University of Colorado Boulder
Bachelor of Arts - BA, Music
1993 — 1998

Skills

Asset Allocation
Mutual Funds
Investments
Retirement Planning
Wealth Management
Portfolio Management
Financial Planning

Contact information

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Work email
g••••••••@schwab.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Schwab Advisor Services

Financial Services · 312 employees · San Francisco, California, United States

At Schwab Advisor Services™, we know that working with the right custodian has never been more important. You can count on us to deliver everything you need for custody and beyond, including: • Innovative technology and wealth management solutions to help you drive growth and strengthen client relationships • employees who wake up every day to help support our independent advisory firms • Business consulting and education programs to help you grow on your terms And the best part? We’re just getting started. Learn more at advisorservices.schwab.com. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co, Inc.(“Schwab”), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc.(“CSIM”).*(0425-8FUD)

schwab.com

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Experience

Senior Regional Manager- Specialists

Education

College for Financial Planning

University of Colorado Boulder

Skills

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