Gavin Obert
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Gavin Obert Email & Phone Number

Financial Consultant Partner at Charles Schwab
Location: Corte Madera, California, United States 6 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Charles Schwab
Role
Financial Consultant Partner
Location
Corte Madera, California, United States
Company size
20505 employees

Who is Gavin Obert? Overview

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Quick answer

Gavin Obert is listed as Financial Consultant Partner at Charles Schwab, a with 20505 employees, based in Corte Madera, California, United States. AeroLeads shows a matched LinkedIn profile for Gavin Obert.

Gavin Obert previously worked as Financial Consultant Academy at Charles Schwab and Brokerage Services Representative at Charles Schwab. Gavin Obert holds Finance, General from The University Of Kansas.

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Email format at Charles Schwab

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Charles Schwab

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Profile bio

About Gavin Obert

Gavin Obert is a Financial Consultant Partner at Charles Schwab.

Current workplace

Gavin Obert's current company

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Charles Schwab
Charles Schwab
Financial Consultant Partner
san francisco, california, united states
Website
schwab.com
Employees
20505
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6 roles

Gavin Obert work experience

A career timeline built from the work history available for this profile.

Financial Consultant Partner

Current
Charles Schwab

Corte Madera, California, United States

Mar 2024 - Present

Financial Consultant Academy

Charles Schwab

Lone Tree, Colorado, United States

Mar 2023 - Mar 2024

Brokerage Services Representative

Charles Schwab

Denver, Colorado, United States

Handle in-bound calls from clients to develop and enhance customer relationships as well as account support and assistance.

Sep 2022 - May 2023

Investor Services - Client Services And Support Intern

Charles Schwab

Lone Tree, Colorado, United States

-Handled in.-bound calls from clients and assisted with account updates and password resets - Successfully passed FINRA's Securities Industry Essentials Exam (SIE) August 1st, 2022.

Jun 2022 - Aug 2022

Night Shift Attendee

Bopp Chapel Funeral Home

Kirkwood, Missouri, United States

Oct 2017 - Dec 2019
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts for 20505 employees →

JJ Jocelyn Jones Jocelyn Jones Colleague at Charles SchwabLittle Falls, New Jersey, United States View → JM Jordan Miller Jordan Miller Colleague at Charles SchwabParker, Colorado, United States View → DB Denise B. Denise B. Colleague at Charles SchwabGreater Phoenix Area, United States View → JS Jeff Sharpe Jeff Sharpe Colleague at Charles SchwabRiverside, California, United States View → EF Elisabeth Farlow Elisabeth Farlow Colleague at Charles SchwabDenver, Colorado, United States View → JK Jennifer Kim Jennifer Kim Colleague at Charles SchwabGrapevine, Texas, United States View → TD Tracy D Wilson Tracy D Wilson Colleague at Charles SchwabCarmichael, California, United States View → KK Katie Kleiner Katie Kleiner Colleague at Charles SchwabCastle Rock, Colorado, United States View → MP Michael Pashkow Michael Pashkow Colleague at Charles SchwabUnited States View → JM Joshua Moon Joshua Moon Colleague at Charles SchwabSan Francisco Bay Area, United States View →
1 education record

Gavin Obert education

FAQ

Frequently asked questions about Gavin Obert

Quick answers generated from the profile data available on this page.

What company does Gavin Obert work for?

Gavin Obert works for Charles Schwab.

What is Gavin Obert's role at Charles Schwab?

Gavin Obert is listed as Financial Consultant Partner at Charles Schwab.

Where is Gavin Obert based?

Gavin Obert is based in Corte Madera, California, United States while working with Charles Schwab.

What companies has Gavin Obert worked for?

Gavin Obert has worked for Charles Schwab, Wunderlich Fibre Box Manufacturing Co, and Bopp Chapel Funeral Home.

Who are Gavin Obert's colleagues at Charles Schwab?

Gavin Obert's colleagues at Charles Schwab include Jocelyn Jones, Jordan Miller, Denise B., Jeff Sharpe, and Elisabeth Farlow.

How can I contact Gavin Obert?

You can use AeroLeads to view verified contact signals for Gavin Obert at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Gavin Obert attend?

Gavin Obert holds Finance, General from The University Of Kansas.

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