Gregory Schreiner, AAMS®, CFP®, ChFC®, MBA

VP - Sr. Financial Consultant

+1 415-667-6217

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Financial Consultant®
  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

31 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2008-present
  • Sr Manager, Charles Schwab, 2006-2008
  • Strategy Consultant, IBM Business Consulting, 2003-2006
  • Strategy Consultant, Capco, 2000-2003

Education

  • MBA Finance, Gabelli School of Business Fordham University
  • BA Accounting, Ohio Wesleyan University

Personal interests and affiliations

  • Member of Financial Planning Association of San Francisco

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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