Vice President - Financial Consultant@ Charles Schwab
Sunnyvale, California, United States
Ben Lundquist
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UC Santa Barbara
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Tell me more about Ben Lundquist?
FlashIntel GPTBen Lundquist is a Relationship Manager at Fidelity Investments with 13.3 years of experience in the financial services industry. He has expertise in series 7, mutual funds, investments, 401k, asset allocation, and wealth management. Ben has worked at reputable companies such as Charles Schwab, TD Ameritrade, U.S. Bancorp Investments, Inc., and Fidelity Investments. He is skilled in strategic financial planning, financial analysis, and customer service. Ben is based in the United States and has a strong background in customer relationship management and strategic financial planning.
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About
Relationship Manager at Fidelity Investments
Work Experience
Vice President - Financial Consultant
Financial Services
Ben Lundquist's Professional Milestones
- Wealth Management Associate (2017-05-01~2020-06-01): Streamlined financial processes, resulting in increased efficiency and accuracy of wealth management processes.
- Vice President - Financial Consultant (2021-03-01~): Advised clients on financial planning for increased financial independence and sustainable growth.
Education
Business/managerial Economics
2002-2006Skill
Series 7
Mutual Funds
Investments
401k
Asset Allocation
Financial Services
Wealth Management
Equities
Portfolio Management
Strategic Financial Planning
Financial Analysis
Asset Management
Finance
Microsoft Office
Customer Service
Marketing
Customer Relationship Management
Certification
Colleagues
Kelly D Casey
Product Owner
Saira Zafar
Sr. Product Owner - eComm Archival & Supervision Platform | SAFe PO/PM
Tim Radebaugh
Senior Product Owner
Chase Turner
ceo owner of hank s carpet cleaning
Drew Malmood
Brokerage Service Rep, Charles Schwab; Illete Fitness, Owner
Other Named Ben Lundquist
Frequently asked questions
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Ben Lundquist works for Charles Schwab
Ben Lundquist's role in Charles Schwab is Vice President - Financial Consultant
Ben Lundquist works in the industry of Financial Services
Ben Lundquist's colleagues are Kelly D Casey,Saira Zafar,Tim Radebaugh
Ben Lundquist's latest job experience is Vice President - Financial Consultant at Charles Schwab
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