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Colleen R. Schuhmann, CRPC®, ChSNC®

Colleen R. Schuhmann, CRPC®, ChSNC®

Senior Bank Examiner

Followers of Colleen R. Schuhmann, CRPC®, ChSNC®1000 followers
location of Colleen R. Schuhmann, CRPC®, ChSNC®West Palm Beach, Florida, United States

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  • Timeline

  • 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®