Robert B.

Robert B. has over a decade of experience in the financial services industry, currently serving as a Senior Manager and Regional Annuity Specialist at Charles Schwab since November 2017. Prior to this role, Robert held various positions including Manager at Charles Schwab, Financial Consultant at TIAA, and Brokerage Operations Analyst/Financial Analyst at Fidelity Investments, where responsibilities included researching cost basis for tax reporting. Robert's earlier experience includes working as a Treasury Analyst at BNSF Railway, focusing on financial reporting and invoice management, and as an Interline Revenue Specialist, managing accounts payables and receivables. Robert holds a Bachelor of Business Administration (BBA) from Baker University.