Christina Schaub (Dzielski), CIMA®
San Francisco Bay Area
1K followers
500+ connections
About
Christina Schaub, Vice President, is a Client Advisor in the Wealth Management division…
Activity
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Defined Contribution plan participants want more help managing their financial lives. Retirement Strategist Alexandra Nobile delves into key survey…
Defined Contribution plan participants want more help managing their financial lives. Retirement Strategist Alexandra Nobile delves into key survey…
Shared by Christina Schaub (Dzielski), CIMA®
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Over the past month, it has become clear that inflation is no longer the only risk on the Fed’s radar and the time has come for investors to consider…
Over the past month, it has become clear that inflation is no longer the only risk on the Fed’s radar and the time has come for investors to consider…
Shared by Christina Schaub (Dzielski), CIMA®
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In tennis, like in life, how you lose is key to winning. One of my favorite tennis players, Roger Federer, said it best in his remarks at…
In tennis, like in life, how you lose is key to winning. One of my favorite tennis players, Roger Federer, said it best in his remarks at…
Liked by Christina Schaub (Dzielski), CIMA®
Experience
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Education
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Awarded Founders Scholarship
Deans List every semester -
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Awarded SUAbroad Scholarship - courses included Italian, Economics and European Intergration, Business Ethics and Strategic Management in a Global Setting
Licenses & Certifications
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Certified Investment Management Analyst (CIMA)
The Investments & Wealth Institute® (The Institute®)
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Honors & Awards
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Host at Annual Americas Training Meeting 2024
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Host for Advisors Main Stage at 2024 Americas Training Meeting in Austin Texas in front of 700 colleagues.
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J.P. Morgan ICA of the Year 2019
J.P. Morgan Asset Management
#1 ICA across entire Wealth Management Channel
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J.P. Morgan Metropolitan Club 2019
J.P. Morgan Asset Management
One of four ICAs in channel selected for prestigious Met Club
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J.P. Morgan Wealth Management Top Sales Team 2018
J.P. Morgan Asset Management
Top Sales Team in Wealth Management Channel
Languages
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English
Native or bilingual proficiency
Organizations
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Rock the Street Wall Street
Lead Program/Volunteer Coordinator
-Lead coordinator for 2022 - 2023 program in conjunction with SF area high school to help spark the interest of high school girls into careers in finance
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ENACTUS
Project Leader / Volunteer
-Enactus is a global non-profit organization that emphasizes teamwork, leadership and community outreach. Led group of students to help teach computer skills to disadvantaged women in the Syracuse area and provide one on one GED tutoring in Math, Science and English
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Relay For Life
Team Coordinator / Volunteer
-Team leader for two consecutive years while joining survivors and other volunteers to support the fight to end cancer
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Habitat For Humanity
Volunteer
-Fundraised to help financially support the building of homes and assisted local Syracuse foundation Youth United in the painting of furniture for a new children’s library
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Beta Gamma Sigma International Honor Society
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National Honor Society for Collegiate Scholars
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More activity by Christina
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What might the November elections mean for investment strategy? In this episode of #InsightsNow, Global Market Strategist Stephanie Aliaga and Chief…
What might the November elections mean for investment strategy? In this episode of #InsightsNow, Global Market Strategist Stephanie Aliaga and Chief…
Shared by Christina Schaub (Dzielski), CIMA®
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Congratulations to the Advisors who made this year’s Barron’s Top 100 Financial Advisors list. Their dedication, expertise and commitment are…
Congratulations to the Advisors who made this year’s Barron’s Top 100 Financial Advisors list. Their dedication, expertise and commitment are…
Shared by Christina Schaub (Dzielski), CIMA®
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Interest rate expectations have shifted, with the Federal Reserve expected to start cutting rates this year and more in 2024. This has changed the…
Interest rate expectations have shifted, with the Federal Reserve expected to start cutting rates this year and more in 2024. This has changed the…
Shared by Christina Schaub (Dzielski), CIMA®
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My wife and I closed on a 9 month cycle last week... The 'client' was due at month-end but decided to arrive a little early which is always a…
My wife and I closed on a 9 month cycle last week... The 'client' was due at month-end but decided to arrive a little early which is always a…
Liked by Christina Schaub (Dzielski), CIMA®
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Learn more from Erin Erdoes, Market Insights Analyst, as she delves into fluctuating interest rate expectations and the implication for long-term…
Learn more from Erin Erdoes, Market Insights Analyst, as she delves into fluctuating interest rate expectations and the implication for long-term…
Shared by Christina Schaub (Dzielski), CIMA®
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Markets have largely rebounded from the volatility of the past two weeks. However, investors are still pondering what caused the sudden sell-off and…
Markets have largely rebounded from the volatility of the past two weeks. However, investors are still pondering what caused the sudden sell-off and…
Shared by Christina Schaub (Dzielski), CIMA®
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Help your clients take positive steps toward a successful retirement. Our 2024 Principles for a Successful Retirement are now live—leveraging key…
Help your clients take positive steps toward a successful retirement. Our 2024 Principles for a Successful Retirement are now live—leveraging key…
Shared by Christina Schaub (Dzielski), CIMA®
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It's my pleasure to welcome Pina Carino to the Morgan Stanley Napa office. Pina is a CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning…
It's my pleasure to welcome Pina Carino to the Morgan Stanley Napa office. Pina is a CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning…
Liked by Christina Schaub (Dzielski), CIMA®
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Why the hell are we here, if not for a moment like this? Five years ago, I had a couple of those moments: I married an amazing, beautiful woman and…
Why the hell are we here, if not for a moment like this? Five years ago, I had a couple of those moments: I married an amazing, beautiful woman and…
Liked by Christina Schaub (Dzielski), CIMA®
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Mega-cap tech has enjoyed a long winning streak, but the stars recently began to align for the underdogs. Learn more about what Stephanie Aliaga and…
Mega-cap tech has enjoyed a long winning streak, but the stars recently began to align for the underdogs. Learn more about what Stephanie Aliaga and…
Shared by Christina Schaub (Dzielski), CIMA®
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Better late than never- celebrating Elizabeth Hamel’s MD promotion in NYC with these amazing ladies #colleaguesthatbecomefamily
Better late than never- celebrating Elizabeth Hamel’s MD promotion in NYC with these amazing ladies #colleaguesthatbecomefamily
Liked by Christina Schaub (Dzielski), CIMA®
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Feeling extremely proud hitting my 10 year anniversary with J.P. Morgan Asset Management today. I couldn't ask for a better place to work - we really…
Feeling extremely proud hitting my 10 year anniversary with J.P. Morgan Asset Management today. I couldn't ask for a better place to work - we really…
Shared by Christina Schaub (Dzielski), CIMA®
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The newly released Plan Participant Survey Findings reveal insights on both saving for and sustaining income through retirement, and the need for…
The newly released Plan Participant Survey Findings reveal insights on both saving for and sustaining income through retirement, and the need for…
Shared by Christina Schaub (Dzielski), CIMA®
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When will the Federal Reserve begin cutting rates? Find out on #InsightsNow as Research Analyst Brandon Hall interviews our usual host, Chief Global…
When will the Federal Reserve begin cutting rates? Find out on #InsightsNow as Research Analyst Brandon Hall interviews our usual host, Chief Global…
Shared by Christina Schaub (Dzielski), CIMA®
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