Ronald Kobrya
Investment Consultant
- Role
- Investment Consultant at Charles Schwab
- Location
- Sacramento, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Ronald Kobrya
I work as an investment consultant at Charles Schwab and I am dedicated to helping our clients achieve their personal and financial goals.
Experience
Investment Consultant
Feb 2024 — Present · Sacramento, CA, US
Skills
- Sales
- Customer Service
- New Business Development
- Telecommunications
- Marketing
- Account Management
- Selling
- Sales Management
- Microsoft Excel
- Time Management
- Leadership
- Networking
- Finance
- Financial Services
- Financial Advisory
- Retirement Planning
- Wealth Management
- Mutual Funds
- Investments
- Strategic Financial Planning
- Financial Planning
- Personal Finance
- Insurance
- Securities
- Life Insurance
- Iras
- Annuities
- 401k Rollovers
- Financial Seminars
- Public Speaking
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