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Steven Higgins Email & Phone Number

Client Relationship Specialist at Charles Schwab
Location: New York City Metropolitan Area, United States, United States 11 work roles 1 school
1 work email found @shu.edu LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Current company
Charles Schwab
Role
Client Relationship Specialist
Location
New York City Metropolitan Area, United States, United States
Company size
33019 employees

Who is Steven Higgins? Overview

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Quick answer

Steven Higgins is listed as Client Relationship Specialist at Charles Schwab, a company with 33019 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at shu.edu and a matched LinkedIn profile for Steven Higgins.

Steven Higgins previously worked as Incoming Client Relationship Specialist at Charles Schwab and Member at Financial Planning Association (Fpa). Steven Higgins holds Bachelor Of Business Administration - Bba, Major (Finance) Minors (Wealth Management, Economics) from Seton Hall University.

Company email context

Email format at Charles Schwab

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{first}.{last}@shu.edu
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Profile bio

About Steven Higgins

Steven Higgins is a Client Relationship Specialist at Charles Schwab. He possess expertise in leadership, social media, public speaking, business writing, client relations and 41 more skills.

Listed skills include Leadership, Social Media, Public Speaking, Business Writing, and 42 others.

Current workplace

Steven Higgins's current company

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Charles Schwab
Charles Schwab
Client Relationship Specialist
New York, NY, US
Website
schwab.com
Employees
33019
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Company profile
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11 roles

Steven Higgins work experience

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

Incoming Client Relationship Specialist

Current
Charles Schwab

Westlake, Texas, US

Dec 2024 - Present

Financial Planning Case Study Team Member

Financial Planning Association (Fpa)

Denver, Colorado, US

- Apart of inaugural Financial Planning Association Challenge Team at Seton Hall University in 2023- Assemble client welcome letter, financial situation summary, and client goals analysis- Collaborated with fellow teammates to analyze case study and form recommendations to benefit our clients' financial outlook- Network with financial planning professionals

Apr 2022 - Jun 2022

Housing And Residence Life Representative

Seton Hall University

South Orange, NJ, US

Aug 2022 - May 2024

Business Writer

The Stillman Exchange

- Write, edit, and publish articles for The Official Business Publication of Seton Hall University- Specialize in composing articles on current events in Finance, Technology, Sports, and Marketing topics.

Oct 2021 - May 2024

Equity Research Analyst

Hall Street Fund

South Orange, New Jersey, US

  • Student Managed Investment Fund
  • Operate a $400,000 dollar student-managed endowment fund composed of equities
  • Pitch investment ideas to fellow club members at weekly meetings and discuss current events in the business world, examine micro and macro factors of stock prices and stock market performance
  • Analyze current financial events by composing writing pieces for the weekly alumni newsletter
Sep 2021 - May 2024

Wealth Management Summer Analyst

Rockline Wealth Management, Llc

Plainview, New York, US

- Analyzed equities based on fundamental and technical data, while also studying market trends compiling a mock portfolio model based on market sectors, risk tolerance, and cash flows- Assembled S&P 500 company reports, focusing on leadership, earnings per share, and revenue history to determine if they are a favorable investment for firm's client base.

Jun 2023 - Aug 2023

Private Wealth Management Intern

Ameriprise Financial Services, Llc

Minneapolis, MN, US

  • Entrusted to manage and examine financial documents such as portfolio goal trackers for over 100 clients
  • Analyze the balances of stocks and bonds in portfolios based on the risk tolerance of the client
  • Evaluate stock, bond, and mutual fund options for client portfolios using Morningstar service focusing on asset allocation, stock holdings, and risk and return rates
  • Attend meetings with advisors to discuss efficient investment strategies to keep client’s equity secure and maintain healthy relations during times of volatile markets concentrating on rate of return, risk tolerance.
  • Update and review clients' asset and liability values to ensure accurate year-end financial statements
Jun 2022 - Dec 2022
Team & coworkers

Colleagues at Charles Schwab

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

RC Robert Clappi Robert Clappi Colleague at Charles SchwabHo-Ho-Kus, New Jersey, United States, United States View → PP Padmashree Patil Padmashree Patil Colleague at Charles SchwabAustin, Texas, United States, United States View → JA James Aguilar, Mba, Pmp James Aguilar, Mba, Pmp Colleague at Charles SchwabSan Antonio, Texas, United States, United States View → OC Oscar Castaneda Oscar Castaneda Colleague at Charles SchwabOrlando, Florida, United States, United States View → BG Brooke Gunzelman Brooke Gunzelman Colleague at Charles SchwabAustin, Texas, United States, United States View → DS Delia Sales Delia Sales Colleague at Charles SchwabSan Antonio, Texas, United States, United States View → SV Sal Valencia Sal Valencia Colleague at Charles SchwabSan Diego County, California, United States, United States View → PV Perumal Venkatachalam Perumal Venkatachalam Colleague at Charles SchwabRoanoke, Texas, United States, United States View → NB Naga B Naga B Colleague at Charles SchwabPittsburgh, Pennsylvania, United States, United States View → AS Anish Singam Anish Singam Colleague at Charles SchwabChicago, Illinois, United States, United States View →
1 education record

Steven Higgins education

  • Seton Hall University
    Seton Hall University
    Economics)
FAQ

Frequently asked questions about Steven Higgins

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

What company does Steven Higgins work for?

Steven Higgins works for Charles Schwab.

What is Steven Higgins's role at Charles Schwab?

Steven Higgins is listed as Client Relationship Specialist at Charles Schwab.

What is Steven Higgins's email address?

AeroLeads has found 1 work email signal at @shu.edu for Steven Higgins at Charles Schwab.

Where is Steven Higgins based?

Steven Higgins is based in New York City Metropolitan Area, United States, United States while working with Charles Schwab.

What companies has Steven Higgins worked for?

Steven Higgins has worked for Charles Schwab, Financial Planning Association (Fpa), Rockline Wealth Management, Llc, Seton Hall University, and The Stillman Exchange.

Who are Steven Higgins's colleagues at Charles Schwab?

Steven Higgins's colleagues at Charles Schwab include Robert Clappi, Padmashree Patil, James Aguilar, Mba, Pmp, Oscar Castaneda, and Brooke Gunzelman.

How can I contact Steven Higgins?

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

What schools did Steven Higgins attend?

Steven Higgins holds Bachelor Of Business Administration - Bba, Major (Finance) Minors (Wealth Management, Economics) from Seton Hall University.

What skills is Steven Higgins known for?

Steven Higgins is listed with skills including Leadership, Social Media, Public Speaking, Business Writing, Client Relations, Skilled Multi Tasker, Business Relationship Management, and Stock Market.

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