R. Michael Pollock, AAMS®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 855-640-2426

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Advice - Training & Support, USAA, 2014-2020
  • Financial Advisor, USAA, 2010-2014
  • Financial Advisor, JPMorgan Chase, 2008-2010
  • Financial Advisor, Ameriprise Financial, 2004-2008

Education

  • BS - Business Admin, University of Southern California
  • AAMS - Accredited Asset Management Specialist, College for Financial Planning
  • Energy Leadership Index - Master Practitioner, Institute for Professional Excellence in Coaching

Personal interests and affiliations

  • Alamo Heights Little League, Coach/volunteer
  • AHISD PTO/Dad's Club Founding Member

Modal can be closed by pressing Escape key.