Samuel Lourie
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 415-547-9370Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
12 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