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Colleen R. Schuhmann, CRPC®, ChSNC®

Colleen r. schuhmann, crpc®, chsnc®

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location of Colleen R. Schuhmann, CRPC®, ChSNC®West Palm Beach, Florida, United States
Phone number of Colleen R. Schuhmann, CRPC®, ChSNC®+91 xxxx xxxxx
Followers of Colleen R. Schuhmann, CRPC®, ChSNC®1000 followers

  • Timeline

    Aug 1991 - Mar 1996

    Senior Bank Examiner

    Federal Deposit Insurance Corporation
    Mar 1996 - Apr 2005

    Financial Consultant, Trust Specialist

    A.G. Edwards
    Current Company
    Apr 2005 - now

    Vice President - Wealth Management, CRPC®

    UBS Financial Services Inc.

  • About me

    Vice President - Wealth Management | Chartered Special Needs Consultant® at UBS Financial Services Inc.

  • Education

    • Spanish river high school

      1983 - 1987

    • Boca raton academy

      1978 - 1983

    • Boston college

      1987 - 1991
      B.s. finance, carroll school of managment honors program

  • Experience

    • Federal deposit insurance corporation

      Aug 1991 - Mar 1996
      Senior bank examiner

    • A.g. edwards

      Mar 1996 - Apr 2005
      Financial consultant, trust specialist

    • Ubs financial services inc.

      Apr 2005 - now
      Vice president - wealth management, crpc®

      CRPC® - Chartered Retirement Planning CounselorFinancial Advisor

  • Licenses & Certifications

    • Chartered retirement planning counselor

      College for financial planning
      Jul 2009
      View certificate certificate

    • **registered states** al, ca, ct, fl, ga, hi, la, ma, md, me, mi, mn, mo, nc, nh, nj, ny, pa, ri, tn, tx, va

      Finra

  • Honors & Awards

    • Awarded to Colleen R. Schuhmann, CRPC®, ChSNC®
      Woman Volunteer of the Year Nominee for the Junior League of Boca Raton Delray Beach Public Library Oct 2017 In recognition of outstanding service as a Board Member of the Delray Beach Public Library

  • Volunteer Experience

    • Member, Board of Directors

      Issued by Delray Beach Public Library on Jun 2014
      Delray Beach Public LibraryAssociated with Colleen R. Schuhmann, CRPC®, ChSNC®

    • Member

      Issued by Impact 100 Palm Beach County on Aug 2015
      Impact 100 Palm Beach CountyAssociated with Colleen R. Schuhmann, CRPC®, ChSNC®

    • PTSA Volunteer

      Issued by Spanish River High School PTSA on Oct 2015
      Spanish River High School PTSAAssociated with Colleen R. Schuhmann, CRPC®, ChSNC®

    • Member

      Issued by Greater Delray Beach Chamber of Commerce on Sept 1995
      Greater Delray Beach Chamber of CommerceAssociated with Colleen R. Schuhmann, CRPC®, ChSNC®