Gregory Rivas

Gregory Rivas Email and Phone Number

Vice President Financial Consultant at Charles Schwab @ Charles Schwab
san francisco, california, united states
Gregory Rivas's Location
San Antonio, Texas, United States, United States
Gregory Rivas's Contact Details

Gregory Rivas personal email

n/a

Gregory Rivas phone numbers

About Gregory Rivas

Gregory Rivas is a Vice President Financial Consultant at Charles Schwab at Charles Schwab. He possess expertise in series 7, retirement, financial services, series 63, mutual funds and 22 more skills. Colleagues describe him as "Gregg is great business partner who strives for excellence in all his project. He has deep industry knowledge and always stays abreast of current trends. Gregg is easy to work with and provides a warm atmosphere for project teams."

Gregory Rivas's Current Company Details
Charles Schwab

Charles Schwab

View
Vice President Financial Consultant at Charles Schwab
san francisco, california, united states
Website:
schwab.com
Employees:
20505
Gregory Rivas Work Experience Details
  • Charles Schwab
    Vice President Financial Consultant
    Charles Schwab Jun 2022 - Present
    San Antonio, Texas Metropolitan Area
    View
  • Usaa
    Executive Director, Retirement Product Management
    Usaa Aug 2000 - Jun 2022
    San Antonio, Texas Area
    Develop and execute strategic initiatives to drive USAA Retirement Solutions to become our Members’ provider of choice. Collaborate with Enterprise partners to understand our member demgraphics, needs and preferences to architect channel, process, product and marketing solutions to attract and deepen relationships. In addition, I am a proven leader with a successful track record of building and leading best-in-class financial advice, sales and service relationship teams in the call center environment.
    View
  • Fidelity Investments
    Fixed Income Counselor
    Fidelity Investments Oct 1998 - Jul 2000
    Dallas/Fort Worth Area
    Gained experience as a service and trading advisor, option team specialist and fixed income counselor with respective clients in an inbound call center.
    View

Gregory Rivas Skills

Series 7 Retirement Financial Services Series 63 Mutual Funds Wealth Management Retirement Planning Risk Management Series 65 Asset Allocation Series 24 Wealth Management Services Iras Securities Strategic Financial Planning Investment Strategies Investment Advisory Fixed Annuities Insurance Financial Advisory Product Management 401k Financial Planning Finra Uniform Combined State Law Series 6 Trading

Gregory Rivas Education Details

Frequently Asked Questions about Gregory Rivas

What company does Gregory Rivas work for?

Gregory Rivas works for Charles Schwab

What is Gregory Rivas's role at the current company?

Gregory Rivas's current role is Vice President Financial Consultant at Charles Schwab.

What is Gregory Rivas's email address?

Gregory Rivas's email address is gr****@****saa.com

What is Gregory Rivas's direct phone number?

Gregory Rivas's direct phone number is (210)-456*****

What schools did Gregory Rivas attend?

Gregory Rivas attended Texas State University.

What skills is Gregory Rivas known for?

Gregory Rivas has skills like Series 7, Retirement, Financial Services, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Risk Management, Series 65, Asset Allocation, Series 24, Wealth Management Services.

Who are Gregory Rivas's colleagues?

Gregory Rivas's colleagues are Mark Ols, Rittenhouse, Patty, Catherine Kempf, Isaiah Harris, Danny Susca, Mike Giallanza, Trinh Nguyen.

Not the Gregory Rivas you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.