Steve Haefele
Team Manager, Advisor Services Margins at Charles Schwab at Charles Schwab | Aurora, Colorado, United States
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Team Manager, Advisor Services Margins at Charles Schwab at Charles Schwab in March 2023 to Present
Sr. Specialist, Advisor Services Margins at Charles Schwab in July 2017 to May 2023
Sr. Financial consultant at TIAA in June 2004 to June 2017
Supervisor at EchoStar Corporation in May 2003 to June 2004
Field Representative at Wealth Strategies Group in August 2002 to April 2003
Customer Service Representative at Computershare US in April 2002 to August 2002
Assistant Supervisor at Merrill Lynch in September 1996 to March 2002
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University of Colorado Boulder, Bachelor of Arts (BA), June 1988 to June 1992
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Investments
Financial Services
Financial Analysis
Microsoft Office
Insurance
Finance
Teamwork
Team Management
Team Building
Data Mining
Data Analysis
Staff Development
Coaching
Mentoring
Communication
French
German
Italian
Series 7
Series 63
Series 66
Series 9
Series 10
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Discover more about Charles SchwabWhat is Steve Haefele email address?
Email Steve Haefele at [email protected] and [email protected]. This email is the most updated Steve Haefele's email found in 2026.
What is Steve Haefele phone number?
Steve Haefele phone number is 3038704269 and 3034006341.
How to contact Steve Haefele?
To contact Steve Haefele send an email to [email protected] or [email protected]. If you want to call Steve Haefele try calling on 3038704269 and 3034006341. (updated on May 04, 2025)
What company does Steve Haefele work for?
Steve Haefele works for Charles Schwab
What is Steve Haefele's role at Charles Schwab?
Steve Haefele is Team Manager, Advisor Services Margins at Charles Schwab
What industry does Steve Haefele work in?
Steve Haefele works in the Financial Services industry.
Steve Haefele Email Addresses
Steve Haefele Phone Numbers
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