Alex Rich
VP - Senior Financial Consultant at Charles Schwab | San Francisco Bay Area
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VP - Senior Financial Consultant at Charles Schwab in April 2024 to Present
VP - Financial Consultant at Charles Schwab in December 2018 to May 2024
Portfolio Consultant at Schwab Private Client Investment Advisory in May 2015 to December 2018
Associate Portfolio Consultant at Schwab Private Client Investment Advisory in May 2015 to April 2016
Trading Specialist at Charles Schwab in February 2014 to April 2015
Senior Client Consultant at Charles Schwab in October 2012 to February 2014
Registered Representative at Charles Schwab in September 2011 to October 2012
Operations Intern at Columbia Partners, L.L.C. Investment Management in June 2010 to July 2011
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University of Maryland College Park, Bachelor's Degree, January 2007 to January 2011
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Investments
Banking and Credit Management
Executive Compensation Planning
Titling and Beneficiary Designations
Wealth Management
College Planning
Asset Allocation
Charitable Giving
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Discover more about Charles SchwabWhat is Alex Rich email address?
Email Alex Rich at [email protected]. This email is the most updated Alex Rich's email found in 2026.
What is Alex Rich phone number?
Alex Rich phone number is 650-614-3531.
How to contact Alex Rich?
To contact Alex Rich send an email to [email protected]. If you want to call Alex Rich try calling on 650-614-3531.
What company does Alex Rich work for?
Alex Rich works for Charles Schwab
What is Alex Rich's role at Charles Schwab?
Alex Rich is VP - Senior Financial Consultant
What industry does Alex Rich work in?
Alex Rich works in the Financial Services industry.
Alex Rich Email Addresses
Alex Rich Phone Numbers
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