Larry

Larry: Email & Phone Number

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Relationship Manager at Strategy Financial Group|United States

Position:

Relationship Manager at Strategy Financial Group

Location:

United States

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Last updated: 2026-07-13
Updated: 2026-07-13

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Work Experience 6 years

Relationship Manager at Strategy Financial Group

Apr 2026 - Current

Retirement Services Specialist at Charles Schwab

Jan 2025 - Mar 2026

Cost Basis Associate at Charles Schwab

Feb 2023 - Jan 2025

Financial Services Representative at Charles Schwab

Aug 2022 - Jan 2023

Bank Teller at Chase

Jan 2021 - Jan 2022

Rooms Operation Manager at The Ritz-Carlton Hotel Company, L.L.C.

Jan 2020 - Oct 2020

Larry started working in 2020, then the employee has changed 3 companies and 5 jobs. On average, Larry works for one company for 11 months.

Their professional focus is Client Services, Cost Basis Reporting, and Individual Retirement Accounts (IRA) across 3 core areas.

Larry holds Securities Industry Essentials (SIE) and Series 7 certifications and has been awarded Eagle Scout

Education

Bachelor of Science at California State Polytechnic University-Pomona

Associate of Science - AS at City College of San Francisco

Larry Namesakes

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Larry
HRLB Lab
Research Assistant
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Larry
Field Service Technician
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Larry
GTM
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