Sergio Roman
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Sergio Roman Email & Phone Number

Financial Representative | BBA Candidate at Charles Schwab
Location: Omaha Metropolitan Area, United States, United States 6 work roles 2 schools
1 work email found @nm.com LinkedIn matched
4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email s****@nm.com
LinkedIn Profile matched
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Current company
Charles Schwab
Role
Financial Representative | BBA Candidate
Location
Omaha Metropolitan Area, United States, United States
Company size
33019 employees

Who is Sergio Roman? Overview

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Quick answer

Sergio Roman is listed as Financial Representative | BBA Candidate at Charles Schwab, a company with 33019 employees, based in Omaha Metropolitan Area, United States, United States. AeroLeads shows a work email signal at nm.com and a matched LinkedIn profile for Sergio Roman.

Sergio Roman previously worked as Financial Services Representative at Charles Schwab and Financial Advisor at Northwestern Mutual. Sergio Roman holds Bachelor Of Business Administration - Bba, International Business Communications/Managment from University Of Nebraska At Omaha.

Company email context

Email format at Charles Schwab

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{first}.{last}@nm.com
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AeroLeads found 1 current-domain work email signal for Sergio Roman. Compare company email patterns before reaching out.

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Profile bio

About Sergio Roman

Versatility is key. From working with kids to working commission sales, I have worked in financial development through real-estate investments simultaneously with financial advising and I am continuing to pursue a Bachelor's degree in Business Administration (BBA) at University of Nebraska in Omaha (UNO). Always eager to take on new tasks and become a true problem solver, multitask-er, and innovator, while helping my practice and myself to improve and reach new heights in success. Feel free to reach out and connect, my contact info is posted for you.https://www.northwesternmutual.com/financial/advisor/sergio-roman/

Current workplace

Sergio Roman's current company

Company context helps verify the profile and gives searchers a useful next step.

Charles Schwab
Charles Schwab
Financial Representative | BBA Candidate
Omaha, NE, US
Website
schwab.com
Employees
33019
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Company profile
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6 roles

Sergio Roman work experience

A career timeline built from the work history available for this profile.

Financial Services Representative

Current
Charles Schwab

Westlake, Texas, US

Feb 2024 - Present

Financial Advisor

Northwestern Mutual

Milwaukee, WI, US

Working to help Identify your goals and how to achieve them together through financial success!

May 2022 - Dec 2023

Frontend 2Nd Assistant Manager

Menards

Eau Claire, WI, US

Aug 2015 - May 2019

Warrior Academy

Schuyler Community Schools

Worked with kids after school, mentoring and tutoring. I helped with homework and with other coworkers we organized groups and activities to show kids important life skills in a manner to reach all kids from all demographics.

Aug 2015 - May 2017
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts for 33019 employees →

WB William Barrow, Cfp®️ William Barrow, Cfp®️ Colleague at Charles Schwab Dallas-Fort Worth Metroplex, United States View → JG Jason Gardella Jason Gardella Colleague at Charles Schwab Charlotte, North Carolina, United States, United States View → IH Isaiah Harris Isaiah Harris Colleague at Charles Schwab Greater Indianapolis, United States View → GS Gautam Shrestha Gautam Shrestha Colleague at Charles Schwab United States, United States View → LH Lori Huff Lori Huff Colleague at Charles Schwab Ten Sleep, Wyoming, United States, United States View → KK Katie Kleiner Katie Kleiner Colleague at Charles Schwab Castle Rock, Colorado, United States, United States View → B( Bailey (Wilhelm) Shrago Bailey (Wilhelm) Shrago Colleague at Charles Schwab Denver Metropolitan Area, United States View → NL Nigel Lacewell Nigel Lacewell Colleague at Charles Schwab Richardson, Texas, United States, United States View → BJ Britt Jones Britt Jones Colleague at Charles Schwab Altamonte Springs, Florida, United States, United States View → MB Matt Bauer Matt Bauer Colleague at Charles Schwab Santa Fe, New Mexico, United States, United States View →
2 education records

Sergio Roman education

Bachelor Of Business Administration - Bba, International Business Communications/Managment

University Of Nebraska At Omaha

Business Administration And Management, General

Central Community College
FAQ

Frequently asked questions about Sergio Roman

Quick answers generated from the profile data available on this page.

What company does Sergio Roman work for?

Sergio Roman works for Charles Schwab.

What is Sergio Roman's role at Charles Schwab?

Sergio Roman is listed as Financial Representative | BBA Candidate at Charles Schwab.

What is Sergio Roman's email address?

AeroLeads has found 1 work email signal at @nm.com for Sergio Roman at Charles Schwab.

Where is Sergio Roman based?

Sergio Roman is based in Omaha Metropolitan Area, United States, United States while working with Charles Schwab.

What companies has Sergio Roman worked for?

Sergio Roman has worked for Charles Schwab, Northwestern Mutual, Nebraska Furniture Mart, Menards, and Schuyler Community Schools.

Who are Sergio Roman's colleagues at Charles Schwab?

Sergio Roman's colleagues at Charles Schwab include William Barrow, Cfp®️, Jason Gardella, Isaiah Harris, Gautam Shrestha, and Lori Huff.

How can I contact Sergio Roman?

You can use AeroLeads to view verified contact signals for Sergio Roman at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Sergio Roman attend?

Sergio Roman holds Bachelor Of Business Administration - Bba, International Business Communications/Managment from University Of Nebraska At Omaha.

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