Timothy Robb
Retirement Plan Specialist@ Charles Schwab
Greater Phoenix Area
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Timothy Robb is a highly experienced professional with 17.5 years of work experience. He possesses a diverse skill set including proficiency in Microsoft Word, customer satisfaction, inventory management, time management, and customer service. Currently based in Mesa, Arizona, Timothy has worked at Charles Schwab in various roles, including Training and Development Manager, Senior Specialist Brokerage Service Representative, Specialist Brokerage Service Representative, Retirement Plan Specialist, Transportation Specialist, and Sales Associate. He has also worked at Chumash Enterprises as a Transportation Specialist. Timothy's expertise and diverse work experience make him a valuable asset in the financial services industry.
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Research Details
Skills & Insights
Colleagues

Emails and Phone Numbers

@schwab.com
+1 949241****
+1 800435****
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Work Experience

3000 Schwab Way, Westlake, Texas, 76262, US

Financial Services

31142
Phone
+1 8004354000
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Timothy Robb's Professional Milestones

  • Retirement Plan Specialist (2017-01-01~2018-08-01): Developed comprehensive retirement plans to enhance the overall financial security and financial stability of individuals and families.
  • Specialist Brokerage Service Representative (2018-08-01~2019-10-01): Provided expert guidance on brokerage strategies, mitigating risk and maximizing client satisfaction.
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Education

Santa Ana College
Santa Ana College

General Education

2006-2007
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