Michael T. Loy
Vice President, Financial Consultant - Charles Schwab
- Role
- Vice President, Financial Consultant at Charles Schwab
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Vice President, Financial Consultant
Dec 2022 — Present · US
Education
Bellevue University
Financial Planning and Financial Services
Massillon Washington High School
Diploma, College Preparatory, Marketing Managment
1995 — 1999
The University of Akron
Finance
2011 — 2017
Skills
- Investments
- Financial Services
- Asset Management
- Accounts Receivable
- Financial Advisory
- Securities
- Mutual Funds
- Risk Management
- Strategic Financial Planning
- Accounting
- Sales
- Retirement Planning
- Finra
- Employee Benefits
- Credit Analysis
- Financial Analysis
- Finance
- Financial Modeling
- Customer Service
- Portfolio Management
- Wealth Management
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