See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Marc Schroeder is a seasoned wealth management professional with over 27 years of experience in the industry. He has held various roles, including Director at The Kashmir Trekking Company and Wealth Manager at NFB Private Wealth Management. Marc is also an active blogger and published author. Currently, he works as a Senior Wealth Manager at Harbour Wealth in Port Elizabeth, Eastern Cape, South Africa.

Experience

  • Harbour Wealth
    • Port Elizabeth, Eastern Cape, South Africa
    • Semior Wealth Manager
      • Nov 2020 - Present
      • Port Elizabeth, Eastern Cape, South Africa

  • Freelance
    • Port Elizabeth, Eastern Cape, South Africa
    • Writer
      • Feb 1997 - Jun 2024
      • Port Elizabeth, Eastern Cape, South Africa

      Active blogger and published author.

  • The Kashmir Trekking Company
    • Jammu & Kashmir (Union Territory), India
    • Director
      • May 2016 - Nov 2023
      • Jammu & Kashmir (Union Territory), India

  • NFB Private Wealth Management
    • East London, Eastern Cape, South Africa
    • Wealth Manager
      • Feb 2004 - Feb 2016
      • East London, Eastern Cape, South Africa

Education

  • Rhodes University
    Honours, Economics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Management”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles