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 Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
VP - Financial Consultant
Location
Denver Metropolitan Area, United States
Who is Max Vezzani? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Max Vezzani is listed as VP - Financial Consultant at Charles Schwab, based in Denver Metropolitan Area, 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
This section adds company-level context without repeating Max Vezzani's masked contact details.
{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
Company context helps verify the profile and gives searchers a useful next step.
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 importance of inclusivity, a solution-driven mindset, teamwork, and positivity.
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 →
KG
Krishi Gandhi
Colleague at Charles SchwabScarborough, Ontario, Canada
View →
RS
Rachel Sosa
Colleague at Charles SchwabSt Louis, Missouri, United States
View →
KN
Kevin Noel
Colleague at Charles SchwabNoblesville, Indiana, United States
View →
BS
Brendon Saul
Colleague at Charles SchwabAustin, Texas, United States
View →
SB
Srinivas Bommanaboina
Colleague at Charles SchwabRound Rock, Texas, United States
View →
FS
Fred Scheben
Colleague at Charles SchwabOrlando, Florida, United States
View →
SA
Sarah Anne "Sidney" Wells
Colleague at Charles SchwabSeattle, Washington, United States
View →
SM
Samuel Moore
Colleague at Charles SchwabUnited States
View →
AA
Aubrey Atkinson
Colleague at Charles SchwabLittleton, Colorado, United States
View →
DE
David Ethington, Cfp®
Colleague at Charles SchwabPhoenix, Arizona, United States
View →
Krishi Gandhi
Colleague at Charles SchwabScarborough, Ontario, Canada
View →
RS
Rachel Sosa
Colleague at Charles SchwabSt Louis, Missouri, United States
View →
KN
Kevin Noel
Colleague at Charles SchwabNoblesville, Indiana, United States
View →
BS
Brendon Saul
Colleague at Charles SchwabAustin, Texas, United States
View →
SB
Srinivas Bommanaboina
Colleague at Charles SchwabRound Rock, Texas, United States
View →
FS
Fred Scheben
Colleague at Charles SchwabOrlando, Florida, United States
View →
SA
Sarah Anne "Sidney" Wells
Colleague at Charles SchwabSeattle, Washington, United States
View →
SM
Samuel Moore
Colleague at Charles SchwabUnited States
View →
AA
Aubrey Atkinson
Colleague at Charles SchwabLittleton, Colorado, United States
View →
DE
David Ethington, Cfp®
Colleague at Charles SchwabPhoenix, Arizona, 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 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 Krishi Gandhi, Rachel Sosa, Kevin Noel, Brendon Saul, and Srinivas Bommanaboina.
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.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial