Financial Consultant
Current
Aug 2024 - Present
AeroLeads people directory · profile
Nicholas Constable, Cfp® Email & Phone Number
Financial Consultant at Charles Schwab
at
Charles Schwab
1 work email found
@schwab.com
2 phones found area 512
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Financial Consultant at Charles Schwab
Location
Austin, Texas, United States
Who is Nicholas Constable, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Nicholas Constable, Cfp® is listed as Financial Consultant at Charles Schwab at Charles Schwab, based in Austin, Texas, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 512, and a matched LinkedIn profile for Nicholas Constable, Cfp®.
Nicholas Constable, Cfp® previously worked as Financial Consultant at Charles Schwab and Financial Consultant Partner at Charles Schwab. Nicholas Constable, Cfp® holds Bachelor Of Business Administration - Bba, Finance And Financial Management Services from Baylor University.
Company email context
Email format at Charles Schwab
This section adds company-level context without repeating Nicholas Constable, Cfp®'s masked contact details.
*@schwab.com
71% confidence
AeroLeads found 1 current-domain work email signal for Nicholas Constable, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Nicholas Constable, Cfp®
Nicholas Constable, Cfp® is a Financial Consultant at Charles Schwab at Charles Schwab. He possess expertise in communication, sales, managed money, customer service, leadership and 6 more skills.
Listed skills include Communication, Sales, Managed Money, Customer Service, and 7 others.
Current workplace
Nicholas Constable, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Nicholas Constable, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Consultant Partner
- Assisting in providing comprehensive wealth management services to individuals and families to address their financial needs
- Delivering tailored financial advice to the practice clients of several Financial Consultants
- Partnering with Financial Consultants to identify and pursue business development opportunities to grow their practices
- Uncovering new business development opportunities by deepening relationships with new and existing clients
- Supporting the growth and management of an affluent wealth management practice by servicing clients and growing client relationships in partnership with the several Financial Consultants
Oct 2022 - Aug 2024
401K Participant Services Specialist
- Consulting with participants in retirement plans to identify needs and offer solutions.
- Engaging participants in discussions involving retirement savings and long term investing.
- Educating participants about appropriate solutions that align with their goals.
Feb 2020 - Oct 2022
Financial Services Professional
- Agent licensed to sell insurance through New York Life Insurance Company.Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
- Trained 20+ financial professionals/ licensed insurance agents
- Managed client accounts and relationships
- Listened to/analyzed client needs to provide the best solutions
- Engaged with business owners and other members of the community
- Conducted financial seminars
Dec 2018 - Feb 2020
Shift Lead
- I help to serve a wide variety of customers daily while managing day to day operations. I'm in charge of training new employees, and recording daily sales.
Feb 2015 - May 2019
Financial Advisor Intern
- Organized two region events
- Initiated 500+ outgoing phone calls to clients
- Assessed financial situations and made recommendations
- Completed a community survey of businesses and local residents
Jun 2018 - Aug 2018
Zeemee Outreach Coordinatior Intern
- In charge of recruiting new clients through social media.
Apr 2015 - Feb 2016
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts →
RT
Regina Tsai
Colleague at Charles Schwab
San Francisco, California, United States, United States
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T(
Thomas (Ted) Campion
Colleague at Charles Schwab
San Diego, California, United States, United States
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SM
Shanae M.
Colleague at Charles Schwab
Winter Garden, Florida, United States, United States
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HK
Hannah Krumreich, Cfp®, Cws®, Mba
Colleague at Charles Schwab
Greater Phoenix Area, United States
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KG
Keith Glaspie Iii
Colleague at Charles Schwab
United States, United States
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MV
Marc Villa
Colleague at Charles Schwab
Tempe, Arizona, United States, United States
View →
JM
Jemima Madhu
Colleague at Charles Schwab
Sun Prairie, Wisconsin, United States, United States
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IF
Isaac Franz
Colleague at Charles Schwab
Greater Seattle Area, United States
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DC
Dylan Caples
Colleague at Charles Schwab
Omaha, Nebraska, United States, United States
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PW
Patye Weil
Colleague at Charles Schwab
Longwood, Florida, United States, United States
View →
Regina Tsai
Colleague at Charles Schwab
San Francisco, California, United States, United States
View →
T(
Thomas (Ted) Campion
Colleague at Charles Schwab
San Diego, California, United States, United States
View →
SM
Shanae M.
Colleague at Charles Schwab
Winter Garden, Florida, United States, United States
View →
HK
Hannah Krumreich, Cfp®, Cws®, Mba
Colleague at Charles Schwab
Greater Phoenix Area, United States
View →
KG
Keith Glaspie Iii
Colleague at Charles Schwab
United States, United States
View →
MV
Marc Villa
Colleague at Charles Schwab
Tempe, Arizona, United States, United States
View →
JM
Jemima Madhu
Colleague at Charles Schwab
Sun Prairie, Wisconsin, United States, United States
View →
IF
Isaac Franz
Colleague at Charles Schwab
Greater Seattle Area, United States
View →
DC
Dylan Caples
Colleague at Charles Schwab
Omaha, Nebraska, United States, United States
View →
PW
Patye Weil
Colleague at Charles Schwab
Longwood, Florida, United States, United States
View →
2 education records
Nicholas Constable, Cfp® education
Bachelor Of Business Administration - Bba, Finance And Financial Management Services
Baylor University
Bachelor Of Business Administration - Bba, Entrepreneurship/Entrepreneurial Studies
Baylor University
FAQ
Frequently asked questions about Nicholas Constable, Cfp®
Quick answers generated from the profile data available on this page.
What company does Nicholas Constable, Cfp® work for?
Nicholas Constable, Cfp® works for Charles Schwab.
What is Nicholas Constable, Cfp®'s role at Charles Schwab?
Nicholas Constable, Cfp® is listed as Financial Consultant at Charles Schwab at Charles Schwab.
What is Nicholas Constable, Cfp®'s email address?
AeroLeads has found 1 work email signal at @schwab.com for Nicholas Constable, Cfp® at Charles Schwab.
What is Nicholas Constable, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 512 for Nicholas Constable, Cfp® at Charles Schwab.
Where is Nicholas Constable, Cfp® based?
Nicholas Constable, Cfp® is based in Austin, Texas, United States while working with Charles Schwab.
What companies has Nicholas Constable, Cfp® worked for?
Nicholas Constable, Cfp® has worked for Charles Schwab, Nylife Securities Llc, Jersey Mike'S Subs, Edward Jones, and Zeemee.
Who are Nicholas Constable, Cfp®'s colleagues at Charles Schwab?
Nicholas Constable, Cfp®'s colleagues at Charles Schwab include Regina Tsai, Thomas (Ted) Campion, Shanae M., Hannah Krumreich, Cfp®, Cws®, Mba, and Keith Glaspie Iii.
How can I contact Nicholas Constable, Cfp®?
You can use AeroLeads to view verified contact signals for Nicholas Constable, Cfp® at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Nicholas Constable, Cfp® attend?
Nicholas Constable, Cfp® holds Bachelor Of Business Administration - Bba, Finance And Financial Management Services from Baylor University.
What skills is Nicholas Constable, Cfp® known for?
Nicholas Constable, Cfp® is listed with skills including Communication, Sales, Managed Money, Customer Service, Leadership, Wealth Accumulation, Asset Protection, and 401K Rollovers.
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