Samuel Lourie

Vice President, Financial Consultant

Role
Vice President - Financial Consultant at Charles Schwab
Location
Denver, CO, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Samuel Lourie

Experienced Stockbroker and Investment Advisor with a demonstrated history of working in the financial services industry and across the Geopolitical landscape. Strong investment professional skilled in portfolio management, investment advice, retirement planning, trust and estate planning, tax planning, trading, financial research, business development, brokerage and banking services, and other wealth management services.

Experience

  1. Vice President - Financial Consultant

    Charles Schwab

    Dec 2022 — Present · Lone Tree, CO, US

Education

  • University of Colorado Boulder

    Bachelor of Arts (B.A.), International Relations and Affairs

    2009 — 2013

  • Harvard Business School Online

    CORe

    2020

Skills

  • Social Media Marketing
  • Community Outreach
  • Politics
  • Public Relations
  • Non-Profits
  • Political Campaigns
  • Event Management
  • Powerpoint
  • Volunteer Management
  • Grassroots Organizing
  • Political Science
  • Fundraising
  • Nonprofits
  • Microsoft Office
  • Nonprofit Organizations
  • Social Media
  • Social Entrepreneurship
  • Microsoft Powerpoint
  • Blogging
  • Research
  • Public Speaking
  • Leadership
  • Event Planning

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Samuel Lourie — Vice President - Financial Consultant at Charles Schwab in Denver, CO, US | Unifers