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Greg Burns Email & Phone Number
Private Client Services, Sr. Specialist
at
Charles Schwab
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Private Client Services, Sr. Specialist
Location
United States, United States, United States
Company size
Who is Greg Burns? Overview
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Quick answer
Greg Burns is listed as Private Client Services, Sr. Specialist at Charles Schwab, a company with 33019 employees, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Greg Burns.
Greg Burns previously worked as Private Client Services Representative at Td Ameritrade and Financial Services Representative at Td Ameritrade. Greg Burns holds Master'S Degree, Financial Technology And Analytics from Wake Forest University.
Company email context
Email format at Charles Schwab
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Charles Schwab
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Profile bio
About Greg Burns
Greg Burns is a Private Client Services, Sr. Specialist at Charles Schwab. He is proficient in English.
Current workplace
Greg Burns's current company
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Charles Schwab
3 roles
Greg Burns work experience
A career timeline built from the work history available for this profile.
Private Client Services Representative
Current
Apr 2021 - Present
Financial Services Representative
Jun 2020 - Apr 2021
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 33019 employees →
IC
Isabelle C. Genter
Colleague at Charles Schwab
Lone Tree, Colorado, United States, United States
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AS
Angelo San Mateo
Colleague at Charles Schwab
San Francisco Bay Area, United States
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MF
Megan Farrelly
Colleague at Charles Schwab
Fort Worth, Texas, United States, United States
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DF
Debbie Frantz
Colleague at Charles Schwab
Phoenix, Arizona, United States, United States
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JM
Jesse Mobley
Colleague at Charles Schwab
Dallas-Fort Worth Metroplex, United States
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JP
Josh Perras
Colleague at Charles Schwab
Denver, Colorado, United States, United States
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MC
Matt Crabtree
Colleague at Charles Schwab
Austin, Texas, United States, United States
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JB
Joel Benrubi
Colleague at Charles Schwab
Gilbert, Arizona, United States, United States
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DE
Daniel Ericson, Cpa
Colleague at Charles Schwab
Parker, Colorado, United States, United States
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SP
Salven Pillay
Colleague at Charles Schwab
San Rafael, California, United States, United States
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Isabelle C. Genter
Colleague at Charles Schwab
Lone Tree, Colorado, United States, United States
View →
AS
Angelo San Mateo
Colleague at Charles Schwab
San Francisco Bay Area, United States
View →
MF
Megan Farrelly
Colleague at Charles Schwab
Fort Worth, Texas, United States, United States
View →
DF
Debbie Frantz
Colleague at Charles Schwab
Phoenix, Arizona, United States, United States
View →
JM
Jesse Mobley
Colleague at Charles Schwab
Dallas-Fort Worth Metroplex, United States
View →
JP
Josh Perras
Colleague at Charles Schwab
Denver, Colorado, United States, United States
View →
MC
Matt Crabtree
Colleague at Charles Schwab
Austin, Texas, United States, United States
View →
JB
Joel Benrubi
Colleague at Charles Schwab
Gilbert, Arizona, United States, United States
View →
DE
Daniel Ericson, Cpa
Colleague at Charles Schwab
Parker, Colorado, United States, United States
View →
SP
Salven Pillay
Colleague at Charles Schwab
San Rafael, California, United States, United States
View →
3 education records
Greg Burns education
Master'S Degree, Financial Technology And Analytics
Bachelor’S Degree, Finance & Economics
Education record
Mishawaka High School
FAQ
Frequently asked questions about Greg Burns
Quick answers generated from the profile data available on this page.
What company does Greg Burns work for?
Greg Burns works for Charles Schwab.
What is Greg Burns's role at Charles Schwab?
Greg Burns is listed as Private Client Services, Sr. Specialist at Charles Schwab.
Where is Greg Burns based?
Greg Burns is based in United States, United States, United States while working with Charles Schwab.
What companies has Greg Burns worked for?
Greg Burns has worked for Charles Schwab and Td Ameritrade.
Who are Greg Burns's colleagues at Charles Schwab?
Greg Burns's colleagues at Charles Schwab include Isabelle C. Genter, Angelo San Mateo, Megan Farrelly, Debbie Frantz, and Jesse Mobley.
How can I contact Greg Burns?
You can use AeroLeads to view verified contact signals for Greg Burns at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Greg Burns attend?
Greg Burns holds Master'S Degree, Financial Technology And Analytics from Wake Forest University.
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