John Sturiale
- Role
- Head of Sales and Client Relations--charles Schwab Investment Management at Charles Schwab
- Location
- Danville, CA, US
- LinkedIn followers
- 500 followers
Experience
Head of Sales and Client Relations--charles Schwab Investment Management
Aug 2015 — Present
Responsible for distribution of all Schwab Mutual Funds, ETFs, and Collective Trust Funds to all channels. This includes the following: Retail, RIA, RPS, and all off Schwab platform distribution channels. Also responsible for client relationships for all Institutional Clients holding Schwab Mutual Funds, ETFs, and Collective Trust Funds off the Schwab Platform.
Education
Ashland University
Master of Business Administration (M.B.A.), Finance, General
1992 — 1995
The University of Akron
Accounting and Finance
1985 — 1989
Skills
- Retirement Planning
- Wealth Management
- Series 24
- Alternative Investments
- Equities
- Investment Management
- Financial Services
- Mutual Funds
- Product Management
- Series 63
- Aif
- Investments
- Asset Allocation
- Decker Professional Speaking
- Portfolio Management
- Asset Management
- Investment Strategies
- Investment Advisory
- Series 7
- Securities
- Certified Financial Planner
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