Marcus Thorstad
Business Development Officer, Retirement Business Services at Charles Schwab
- Role
- Business Development Officer, Retirement Business Services at Charles Schwab
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Marcus Thorstad
I believe that when done right, investing liberates people to forge their own destinies…
Experience
Business Development Officer, Retirement Business Services
Oct 2020 — Present · New York, NY, US
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Education
Villanova University
Master Certificate
2011 — 2011
Creighton University
Bachelors
2003 — 2007
Skills
- Financial Analysis
- Options
- Series 63
- Financial Services
- Wealth Management
- Customer Service
- Strategic Financial Planning
- Investments
- Retirement Plan Consulting
- 401k
- Portfolio Management
- Securities
- Aif
- Series 7
- Data Analysis
- Analysis
- Investment Advisory
- Asset Allocation
- Mutual Funds
- 403 B
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