Robert Venable Email and Phone Number
Robert Venable work email
- Valid
Robert Venable personal email
Robert Venable is a Senior Wealth Advisor at Charles Schwab at Charles Schwab. He possess expertise in investments, financial advisory, wealth management, retirement planning, strategic financial planning and 5 more skills.
Charles Schwab
View- Website:
- schwab.com
- Company phone:
- 800-435-4000
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Senior Wealth AdvisorCharles Schwab Jul 2022 - PresentWestlake, Texas, UsA member of the Schwab Wealth Advisory team counseling a select group of clients as the trusted advisor for their wealth management needs and priorities. Providing advice and guidance to help families create and growth their wealth, protect and preserve their wealth, and distribute their wealth in the most tax advantageous manner possible.
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Senior Portfolio ConsultantCharles Schwab Aug 2015 - Dec 2022Westlake, Texas, UsA member of the Schwab Private Client team counseling a select group of clients as the trusted advisor for their wealth management needs and priorities. Providing advice and guidance to help families create and growth their wealth, protect and preserve their wealth, and distribute their wealth in the most tax advantageous manner possible.
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Portfolio ConsultantCharles Schwab Sep 2013 - Aug 2015Westlake, Texas, UsA member of the Schwab Private Client team delivering a disciplined, objective, non-discretionary advisory relationship designed to help clients reach their financial goals.
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Financial AdvisorBusey Sep 2011 - Sep 2013Champaign, Il, UsBalanced investment growth, referral activities, customer follow up, prospect building, administrative, compliance, and personal growth and development. Developed a book of business by effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet customer needs. Recommended investment products and services for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences. -
Compliance ManagerMerrill Lynch Nov 2010 - Aug 2011New York, Ny, UsMember of the Branch Leadership Team supporting the firm's business objectives and contributing to the Branch Complex profitability by influencing Financial Advisor business practices in ways that minimize regulatory and financial risk as well as uphold the firm's reputation. Ultimately, protecting the firm, growing the business, and serving the client by proactively managing and mitigating risk. Responsible for a wide variety of delegated compliance, administrative, and business functions related to overall managerial responsibilities for parent and associate branch offices. -
Financial AdvisorMerrill Lynch May 2008 - Nov 2010New York, Ny, UsRecommended investment products and services for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences. Developed a book of business by effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer needs. Balanced investment growth, referral activities, customer follow up, prospect building, administrative, compliance, and personal growth and development.
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Financial Advisor AssistantMerrill Lynch Nov 2006 - May 2008New York, Ny, UsProvided dedicated operational and sales support to multiple Financial Advisors. Supported office initiatives in addition to the businesses Financial Advisors. Often served as the most frequent point of contact for established clients.
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Investment AssociateMerrill Lynch Nov 2005 - Nov 2006New York, Ny, UsDeveloped investment business through leads generated from internal partnering. Identified and profiled clients to analyze and review investment goals. Participated in ongoing training and interaction with the Merrill Lynch Wealth Complex.
Robert Venable Skills
Robert Venable Education Details
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University Of Illinois Urbana-ChampaignFinance And Financial Management Services -
University Of Illinois SpringfieldMaster Of Business Administration (Mba)
Frequently Asked Questions about Robert Venable
What company does Robert Venable work for?
Robert Venable works for Charles Schwab
What is Robert Venable's role at the current company?
Robert Venable's current role is Senior Wealth Advisor at Charles Schwab.
What is Robert Venable's email address?
Robert Venable's email address is ro****@****wab.com
What schools did Robert Venable attend?
Robert Venable attended University Of Illinois Urbana-Champaign, University Of Illinois Springfield.
What skills is Robert Venable known for?
Robert Venable has skills like Investments, Financial Advisory, Wealth Management, Retirement Planning, Strategic Financial Planning, Mba, Certified Financial Planner, Cws, Crpc, Comprehensive Planning.
Who are Robert Venable's colleagues?
Robert Venable's colleagues are Sarah Casey, Ty Meadows Cmt, Cfp®, Cws®, Delia Sales, Kelley Mila, Adria Basco, Jesse Felix, Christine Boyce.
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