Vp - Financial Consultant
Current
Feb 2024 - Present
AeroLeads people directory · profile
Max Vezzani Email & Phone Number
VP - Financial Consultant
at
Charles Schwab
1 work email found
@schwab.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
VP - Financial Consultant
Location
Denver Metropolitan Area, United States, United States
Who is Max Vezzani? Overview
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Quick answer
Max Vezzani is listed as VP - Financial Consultant at Charles Schwab, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Max Vezzani.
Max Vezzani previously worked as Investment Consultant at Charles Schwab and Financial Consultant Academy at Charles Schwab. Max Vezzani holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Grand Canyon University.
Company email context
Email format at Charles Schwab
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{first}.{last}@schwab.com
89% confidence
AeroLeads found 1 current-domain work email signal for Max Vezzani. Compare company email patterns before reaching out.
Profile bio
About Max Vezzani
I have had the privilege of spending time in hospitality, retail, and financial services. I believe my customer service, problem-solving, and revenue management skills have translated to my role as a Financial Consultant at Charles Schwab. Interpersonal communication between my coworkers and clients has been a strong point. I have passed my Series 7 & 66 during my time with Charles Schwab's Financial Consultant Academy; as well as my Colorado Life & Health insurance licenses. Financial planning & Wealth Management conversations have been the focal point of my time at Schwab. I aim to complete my Certified Financial Planner designation by the end of this year. Moreover, I look forward to deepening the relationships with clients that I am blessed to serve through the lens of Financial Planning.
Listed skills include Leadership, Microsoft Office, Team Building, Collaborative Problem Solving, and 3 others.
Current workplace
Max Vezzani's current company
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6 roles
Max Vezzani work experience
A career timeline built from the work history available for this profile.
Investment Consultant
Jan 2023 - Feb 2024
Financial Consultant Academy
Sep 2021 - Mar 2023
Client Service & Support
Jun 2020 - Sep 2021
Educator
I had the opportunity to work as an “Educator" and learn from amazing people. Responsibilities included greeting and interacting with guests, ensuring inviting environment for guests through “gold standard", dynamic floor coverage, working the register, managing fitting room, and receiving new inventory. This position and those around me taught me the.
Jun 2021 - Sep 2021
Guest Service Team Lead
Jun 2017 - Mar 2020
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts →
SK
Steve Knapp
Colleague at Charles Schwab
Fort Collins, Colorado, United States, United States
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TS
Thomas Samios
Colleague at Charles Schwab
Goodyear, Arizona, United States, United States
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AR
Abby Ropkin
Colleague at Charles Schwab
Lone Tree, Colorado, United States, United States
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DG
Don Greenberg
Colleague at Charles Schwab
Longwood, Florida, United States, United States
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AK
Anna Koch
Colleague at Charles Schwab
New York City Metropolitan Area, United States
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MA
Md Ali Akram
Colleague at Charles Schwab
United States, United States
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SP
Shayan Peerwani
Colleague at Charles Schwab
Dallas-Fort Worth Metroplex, United States, United States
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AW
Aaron Wright
Colleague at Charles Schwab
Glendale, Arizona, United States, United States
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MK
Moshe Kahan
Colleague at Charles Schwab
Valley Stream, New York, United States, United States
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SB
Sean Ball
Colleague at Charles Schwab
Richfield, Ohio, United States, United States
View →
Steve Knapp
Colleague at Charles Schwab
Fort Collins, Colorado, United States, United States
View →
TS
Thomas Samios
Colleague at Charles Schwab
Goodyear, Arizona, United States, United States
View →
AR
Abby Ropkin
Colleague at Charles Schwab
Lone Tree, Colorado, United States, United States
View →
DG
Don Greenberg
Colleague at Charles Schwab
Longwood, Florida, United States, United States
View →
AK
Anna Koch
Colleague at Charles Schwab
New York City Metropolitan Area, United States
View →
MA
Md Ali Akram
Colleague at Charles Schwab
United States, United States
View →
SP
Shayan Peerwani
Colleague at Charles Schwab
Dallas-Fort Worth Metroplex, United States, United States
View →
AW
Aaron Wright
Colleague at Charles Schwab
Glendale, Arizona, United States, United States
View →
MK
Moshe Kahan
Colleague at Charles Schwab
Valley Stream, New York, United States, United States
View →
SB
Sean Ball
Colleague at Charles Schwab
Richfield, Ohio, United States, United States
View →
2 education records
Max Vezzani education
Bachelor Of Business Administration - Bba, Business Administration And Management, General
Grand Canyon University
Education record
Valor Christian High School
FAQ
Frequently asked questions about Max Vezzani
Quick answers generated from the profile data available on this page.
What company does Max Vezzani work for?
Max Vezzani works for Charles Schwab.
What is Max Vezzani's role at Charles Schwab?
Max Vezzani is listed as VP - Financial Consultant at Charles Schwab.
What is Max Vezzani's email address?
AeroLeads has found 1 work email signal at @schwab.com for Max Vezzani at Charles Schwab.
Where is Max Vezzani based?
Max Vezzani is based in Denver Metropolitan Area, United States, United States while working with Charles Schwab.
What companies has Max Vezzani worked for?
Max Vezzani has worked for Charles Schwab, Lululemon, and Towne Park.
Who are Max Vezzani's colleagues at Charles Schwab?
Max Vezzani's colleagues at Charles Schwab include Steve Knapp, Thomas Samios, Abby Ropkin, Don Greenberg, and Anna Koch.
How can I contact Max Vezzani?
You can use AeroLeads to view verified contact signals for Max Vezzani at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Max Vezzani attend?
Max Vezzani holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Grand Canyon University.
What skills is Max Vezzani known for?
Max Vezzani is listed with skills including Leadership, Microsoft Office, Team Building, Collaborative Problem Solving, Interpersonal Communication, Revenue Analysis, and Customer Service.
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