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Mark Gerard Email & Phone Number

Independent Branch Leader and Financial Consultant: Helping clients own their tomorrow at Charles Schwab
Location: Greater Rockford Area, United States 4 work roles 1 school
1 work email found @schwab.com 1 phone found area 312 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email m****@schwab.com
Direct phone (312) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Independent Branch Leader and Financial Consultant: Helping clients own their tomorrow
Location
Greater Rockford Area, United States
Company size

Who is Mark Gerard? Overview

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Quick answer

Mark Gerard is listed as Independent Branch Leader and Financial Consultant: Helping clients own their tomorrow at Charles Schwab, a with 20505 employees, based in Greater Rockford Area, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 312, and a matched LinkedIn profile for Mark Gerard.

Mark Gerard previously worked as Independent Branch Leader at Charles Schwab & Co., Inc. at Charles Schwab and Senior Vice President at Envestnet Asset Management. Mark Gerard holds Bachelor Of Science from University Of Illinois Urbana-Champaign.

Company email context

Email format at Charles Schwab

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{first}.{last}@schwab.com
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AeroLeads found 1 current-domain work email signal for Mark Gerard. Compare company email patterns before reaching out.

Profile bio

About Mark Gerard

Mark Gerard is a Independent Branch Leader and Financial Consultant: Helping clients own their tomorrow at Charles Schwab.

Current workplace

Mark Gerard's current company

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Charles Schwab
Charles Schwab
Independent Branch Leader and Financial Consultant: Helping clients own their tomorrow
san francisco, california, united states
Website
Employees
20505
AeroLeads page
4 roles

Mark Gerard work experience

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Independent Branch Leader At Charles Schwab & Co., Inc.

Current

Rockford Branch

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co. Inc. (member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. The Charles Schwab Corporation does not endorse third-party comments.Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.This profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.For additional information and disclosure please visit: http://www.aboutschwab.com/social-media-at-schwab.© 2017 Charles Schwab Corporation, All right reserved. Unauthorized access is prohibited. Usage will be monitored.BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Aug 2013 - Present

Senior Specialist For Kemper Retirement Plans

Scudder Investments
Jul 1997 - Apr 1999

Associate

Gerard Asset Management
May 1995 - Jul 1997
Team & coworkers

Colleagues at Charles Schwab

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

1 education record

Mark Gerard education

FAQ

Frequently asked questions about Mark Gerard

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

What company does Mark Gerard work for?

Mark Gerard works for Charles Schwab.

What is Mark Gerard's role at Charles Schwab?

Mark Gerard is listed as Independent Branch Leader and Financial Consultant: Helping clients own their tomorrow at Charles Schwab.

What is Mark Gerard's email address?

AeroLeads has found 1 work email signal at @schwab.com for Mark Gerard at Charles Schwab.

What is Mark Gerard's phone number?

AeroLeads has found 1 phone signal(s) with area code 312 for Mark Gerard at Charles Schwab.

Where is Mark Gerard based?

Mark Gerard is based in Greater Rockford Area, United States while working with Charles Schwab.

What companies has Mark Gerard worked for?

Mark Gerard has worked for Charles Schwab, Envestnet Asset Management, Scudder Investments, and Gerard Asset Management.

Who are Mark Gerard's colleagues at Charles Schwab?

Mark Gerard's colleagues at Charles Schwab include Destine White, Steve Knapp, Richard Fowler, Michael Bishara, and Mike Lillis.

How can I contact Mark Gerard?

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

What schools did Mark Gerard attend?

Mark Gerard holds Bachelor Of Science from University Of Illinois Urbana-Champaign.

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