AeroLeads people directory · profile
Avery Burton Email & Phone Number
Financial Consultant Partner
at
Charles Schwab
1 work email found
@rjobrien.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Consultant Partner
Location
Los Angeles, California, United States
Who is Avery Burton? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Avery Burton is listed as Financial Consultant Partner at Charles Schwab, based in Los Angeles, California, United States. AeroLeads shows a work email signal at rjobrien.com and a matched LinkedIn profile for Avery Burton.
Avery Burton previously worked as Senior Associate - Client Service Specialist at Msci Inc. and Vice President - Investment Center Team Manager at Bank Of America Merrill Lynch. Avery Burton holds Bachelor Of Arts - Ba, Mathematics from Boston University.
Company email context
Email format at Charles Schwab
This section adds company-level context without repeating Avery Burton's masked contact details.
{first_initial}{last}@rjobrien.com
86% confidence
AeroLeads found 1 current-domain work email signal for Avery Burton. Compare company email patterns before reaching out.
Profile bio
About Avery Burton
Avery Burton is a Financial Consultant Partner at Charles Schwab. They possess expertise in mathematics, futures trading, commodity markets, trade finance, statistics and 14 more skills.
Listed skills include Mathematics, Futures Trading, Commodity Markets, Trade Finance, and 15 others.
Current workplace
Avery Burton's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Avery Burton work experience
A career timeline built from the work history available for this profile.
Senior Associate - Client Service Specialist
- Offered specialized service to a dedicated book of Broker-Dealer and Asset Manager clients
- Promoted the adoption and usage of MSCI Barra analytics products by conducting client training sessions and on-going support for a variety of institutional users and use-cases
- Provided subject matter expertise on quant investment and risk management topics, such as portfolio construction, optimization, multi-factor risk modeling, and stress testing
- Managed the activities of 4-6 Client Service Associates and supported key hiring decisions
Nov 2021 - Jun 2024
Vice President - Investment Center Team Manager
- Led and managed the daily activities of 13-18 customer support representatives
- Developed associates through daily coaching sessions (call review, side-by-side call listening, action plan implementation, and fixed income, options, & margin education) to exceed stringent quality assurance.
- Reviewed, resolved, and documented client complaints (oral & written) and trade corrections
- Facilitated weekly interviews for the hiring of potential candidates for the Investment Specialist role
- Launched Merrill Authenticated Chat Team for the Rolling Meadows, IL home office (July 2019)
Jul 2018 - Aug 2020
Officer - Senior Investment Specialist
- Resolved complex and escalated account holder needs to deliver an exceptional client experience
- Mitigated company risk associated with trading, client & associate attrition, and firm-reputation
- Leadership Development Program (LDP) graduate of Summer 2017 class. Presented to upper management on cost-effective strategies to optimize platform’s research and screener tools
Jul 2017 - Jul 2018
Investment Specialist
- Provided comprehensive service to unique client needs through active listening and effective communication
- Efficiently placed client orders for equities (cash & margin), options, mutual funds, and fixed income products
- Exceeded Client Satisfaction (CSAT), Quality Assurance (QA), and deepening (cross-selling) goals every quarter
Sep 2016 - Jul 2017
Market Strategist
- Managed and advised a personal book of 100+ funded trading accounts totaling ~$5 million in combined equity, providing prompt customer service, order placement, and technical assistance
- Issued daily margin calls to guarantee strict risk management and compliance with firm policy
- Advised and assisted retail investors with daily comprehensive trading strategies, ranging from speculative day-trades to long-term hedges
Jul 2013 - Sep 2016
Futures Broker
Johnson Trading Investments
Jul 2012 - Jul 2013
1 education record
Avery Burton education
FAQ
Frequently asked questions about Avery Burton
Quick answers generated from the profile data available on this page.
What company does Avery Burton work for?
Avery Burton works for Charles Schwab.
What is Avery Burton's role at Charles Schwab?
Avery Burton is listed as Financial Consultant Partner at Charles Schwab.
What is Avery Burton's email address?
AeroLeads has found 1 work email signal at @rjobrien.com for Avery Burton at Charles Schwab.
Where is Avery Burton based?
Avery Burton is based in Los Angeles, California, United States while working with Charles Schwab.
What companies has Avery Burton worked for?
Avery Burton has worked for Charles Schwab, Msci Inc., Bank Of America Merrill Lynch, R.J. O'Brien, and Johnson Trading Investments.
How can I contact Avery Burton?
You can use AeroLeads to view verified contact signals for Avery Burton at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Avery Burton attend?
Avery Burton holds Bachelor Of Arts - Ba, Mathematics from Boston University.
What skills is Avery Burton known for?
Avery Burton is listed with skills including Mathematics, Futures Trading, Commodity Markets, Trade Finance, Statistics, Spss, Microsoft Office, and Risk Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Avery Burton you were looking for.
View similar profiles
