Michael Brozzo Ultimate Decision-Maker
Director - Business Development and Client Engagement at Charles Schwab Investment Management
Current Job Duration: 4 yrs 8 mos (until March 2026)
HEADLINE:
Director - Business Development and Client Engagement at Charles Schwab Investment Advisory
PERSONAL SUMMARY:
Experienced Managing Director with a demonstrated history of working in the investment management industry. Skilled in Customer Relationship Management (CRM), Securities, Retirement Planning, Investment Advisory, and Mutual Funds. Strong business development professional with a BSBA focused in Finance from University of Central Florida - College of Business Administration.
Languages:
EDUCATION:
School: The University of Chicago Booth School of Business
Degree: Chicago Booth CIMA®, Education Program
Activities: None
School: University of Central Florida - College of Business Administration
Degree: BSBA, Finance
Activities: None
Number of Followers:
5670
