AeroLeads people directory · profile
Robert Rosado Email & Phone Number
Client Relationship Specialist
at
Charles Schwab
1 work email found
@firstcommand.com
2 phones found area 817
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Relationship Specialist
Location
Dallas-Fort Worth Metroplex, United States
Company size
Who is Robert Rosado? Overview
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Quick answer
Robert Rosado is listed as Client Relationship Specialist at Charles Schwab, a with 33019 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at firstcommand.com, phone signal with area code 817, and a matched LinkedIn profile for Robert Rosado.
Robert Rosado previously worked as Specialist at Apple and Specialist at Apple. Robert Rosado holds Graduate Studies from Saint Joseph'S University.
Company email context
Email format at Charles Schwab
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{first_initial}{last}@firstcommand.com
86% confidence
AeroLeads found 1 current-domain work email signal for Robert Rosado. Compare company email patterns before reaching out.
Profile bio
About Robert Rosado
Robert Rosado is a Client Relationship Specialist at Charles Schwab. He possess expertise in mutual funds, equities, bloomberg, fixed income, securities and 12 more skills.
Listed skills include Mutual Funds, Equities, Bloomberg, Fixed Income, and 13 others.
Current workplace
Robert Rosado's current company
Company context helps verify the profile and gives searchers a useful next step.
Charles Schwab
11 roles
Robert Rosado work experience
A career timeline built from the work history available for this profile.
Specialist
Client Relationship Specialist
Specialist
Registered Financial Services
May 2019 - Mar 2020
Unified Managed Account Specialist
1St Global
Responsible for trading, on-boarding of new accounts and general administration of client/advisor requests using UMA and SMA Platform.Perform account maintenance, reconciliation of activities that include withdrawals, contributions, rebalances, corporate actions and billing inquiries.Serve as relationship consultant to firms with trading requests and maintenance items.
Oct 2015 - Jan 2019
Brokerage Operations Risk Analyst
Jun 2013 - Aug 2015
Manager Support Specialist
• Ensure Money Managers on Managed Investments platform are given highest level of service/support in trading Separately Managed Accounts.
Jan 2012 - May 2013
Reconciliation Admin - Security Database
•Account reconciliation of daily trade activity – Managed and Non-Managed Accounts.•Set-up new securities and maintained vast security database – Effectively transitioned such security setups to new database. •Helped lead project in new accounts set-up and security set-up for client conversion – over 3,000 securities in short timeframe.•Effectively reconcile and manage DVP accounts daily – Ensure awareness to client of open items and work together to reconcile discrepancies•Manage optional reorganization database and help to reduce numerous manual workflows and processing inefficiencies. Actively trained and continued to assist team members on processes to ensure timely and accurate custodian instructions.
May 2009 - Jan 2012
Portfolio Accounting Analyst
Dec 2007 - Mar 2009
Recordkeeping Services - 401(K) Account Associate
401(k) Account Administration, Customer Relationship Management, Customer Service, Transaction Processing, Process Improvements, Financial Services, Mutual Funds, Investment Management.
Aug 2005 - Dec 2007
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 33019 employees →
SH
Steven Hung
Colleague at Charles SchwabLone Tree, Colorado, United States
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BA
Brandon Arndt
Colleague at Charles SchwabLittleton, Colorado, United States
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AP
Attila Plasch
Colleague at Charles SchwabLittleton, Colorado, United States
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NS
Nicole Sanchez
Colleague at Charles SchwabRoanoke, Texas, United States
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E(
Erik (Privat) Strasser
Colleague at Charles SchwabWiesbaden, Hesse, Germany
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DH
David Ho
Colleague at Charles SchwabSan Francisco, California, United States
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ML
Mary Lai, Cfp®
Colleague at Charles SchwabSunnyvale, California, United States
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SR
Shrikkanth Raghunathan
Colleague at Charles SchwabDenver, Colorado, United States
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YZ
Yan Zheng
Colleague at Charles SchwabChicago, Illinois, United States
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MB
Marley Bowers
Colleague at Charles SchwabChicago, Illinois, United States
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Steven Hung
Colleague at Charles SchwabLone Tree, Colorado, United States
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BA
Brandon Arndt
Colleague at Charles SchwabLittleton, Colorado, United States
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AP
Attila Plasch
Colleague at Charles SchwabLittleton, Colorado, United States
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NS
Nicole Sanchez
Colleague at Charles SchwabRoanoke, Texas, United States
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E(
Erik (Privat) Strasser
Colleague at Charles SchwabWiesbaden, Hesse, Germany
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DH
David Ho
Colleague at Charles SchwabSan Francisco, California, United States
View →
ML
Mary Lai, Cfp®
Colleague at Charles SchwabSunnyvale, California, United States
View →
SR
Shrikkanth Raghunathan
Colleague at Charles SchwabDenver, Colorado, United States
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YZ
Yan Zheng
Colleague at Charles SchwabChicago, Illinois, United States
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MB
Marley Bowers
Colleague at Charles SchwabChicago, Illinois, United States
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3 education records
Robert Rosado education
Graduate Studies
Saint Joseph'S University
Bachelor Of Science, Marketing
West Chester University Of Pennsylvania
Education record
B. Reed Henderson High School
FAQ
Frequently asked questions about Robert Rosado
Quick answers generated from the profile data available on this page.
What company does Robert Rosado work for?
Robert Rosado works for Charles Schwab.
What is Robert Rosado's role at Charles Schwab?
Robert Rosado is listed as Client Relationship Specialist at Charles Schwab.
What is Robert Rosado's email address?
AeroLeads has found 1 work email signal at @firstcommand.com for Robert Rosado at Charles Schwab.
What is Robert Rosado's phone number?
AeroLeads has found 2 phone signal(s) with area code 817 for Robert Rosado at Charles Schwab.
Where is Robert Rosado based?
Robert Rosado is based in Dallas-Fort Worth Metroplex, United States while working with Charles Schwab.
What companies has Robert Rosado worked for?
Robert Rosado has worked for Charles Schwab, Apple, Ameriprise Financial Services, Inc., 1St Global, and First Command Financial Services.
Who are Robert Rosado's colleagues at Charles Schwab?
Robert Rosado's colleagues at Charles Schwab include Steven Hung, Brandon Arndt, Attila Plasch, Nicole Sanchez, and Erik (Privat) Strasser.
How can I contact Robert Rosado?
You can use AeroLeads to view verified contact signals for Robert Rosado at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Robert Rosado attend?
Robert Rosado holds Graduate Studies from Saint Joseph'S University.
What skills is Robert Rosado known for?
Robert Rosado is listed with skills including Mutual Funds, Equities, Bloomberg, Fixed Income, Securities, Financial Services, Portfolio Management, and Investments.
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