James Riefe
VP - Financial Consultant
- Role
- VP - Financial Consultant at Charles Schwab
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
VP - Financial Consultant
Aug 2009 — Present · Dallas, TX, US
Education
College for Financial Planning
Accredited Asset Management Specialist, Financial Planning
2004 — 2005
The Wharton School
Certified Investment Management Analyst, Finance
2008 — 2008
University of Pittsburgh Katz Graduate School of Business
Accredited Investment Fiduciary, Finance
2006 — 2006
Skills
- Banking and Credit Management
- Executive Compensation Planning
- Trading Platform Specialist
- Strategy
- 401k Rollovers
- Titling and Beneficiary Designations
- Asset Allocation
- Mutual Funds
- Charitable Giving
- Investments
- Series 7
- College Planning
- Small Business Retirement Plans
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