Paul Berg
- Role
- Senior Client Relationship Manager at Charles Schwab
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Paul Berg
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Experience
Senior Client Relationship Manager
Mar 2019 — Present
Education
St. Bonaventure University
Bachelor of Science, Sociology
1981 — 1985
University of Detroit High School
Education
1978 — 1981
Skills
- Insurance
- 401k Rollovers
- Powerpoint
- Private Placements
- Salesforce.com
- Leadership
- Strategy
- Sales Management
- Business Development
- Mutual Funds
- Strategic Financial Planning
- New Business Development
- 401k
- Sales
- Microsoft Word
- Strategic Planning
- Retirement
- Financial Planning
- Team Building
- 403 B
- Microsoft Excel
- 401k Planning
- Asset Managment
- Marketing
- Cebs
- Presentation Skills
- Management
- Investments
- Microsoft Office
- Retirement Planning
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