Samuel Lourie

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 415-547-9370

Financial credentials

  • Series 7, 63, 66 Securities Licenses

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Investment Consultant, Charles Schwab, 2022-2022
  • Sr. Advice Professional, Charles Schwab, 2020-2022
  • High Net Worth Trading Specialist, Charles Schwab, 2020-2020
  • Registered Representative, Charles Schwab, 2018-2020
  • Regional Field Organizer, CUFI, 2014-2018

Education

  • Credential of Readiness, Harvard Business School Online
  • BA, International Affairs, University of Colorado Boulder

Personal interests and affiliations

  • World Denver
  • Denver Sister Cities International

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