David J Podolak4043 Robin Ln, Phoenix, AZ 85050

Mentions for David J Podolak

David Podolak resumes & CV records

Resumes

Branch Auditor

Location:

Phoenix, AZ

Industry:

Financial Services

Work:

Charles Schwab Jan 1, 2015 - Aug 2017
Senior Relationship Specialist Edward Jones Jan 1, 2015 - Aug 2017
Branch Auditor Pinnacle High School May 2007 - May 2017
Coach Charles Schwab Oct 2011 - Dec 2014
Senior Specialist, Client Reporting Vanguard Sep 2010 - Sep 2011
Relationship Manager Nn Investment Partners 2004 - Oct 2010
Manager Charles Schwab 1992 - 2004
Manager

Education:

College For Financial Planning

Skills:

Mutual Funds, Series 63, Series 7, Financial Services, Wealth Management, Investment Strategies, Financial Planning, Management, Retirement Planning, Options, Portfolio Management, Asset Allocation, Series 24, Finra, Equities, Alternative Investments, Call Centers, Series 9/10

David Podolak

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