Manager | High Net Worth Representative@ Charles Schwab
Indianapolis, Indiana, United States
Brad Marko
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Ohio University
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FlashIntel GPTBrad Marko is an experienced high net worth and advised solutions registered representative at Charles Schwab, specializing in Client Services and Support. With 8.4 years of work experience, Brad has a strong skill set in mathematics, financial statement analysis, and problem solving. He is proficient in Microsoft Excel and has excellent communication skills. Brad is known for his analytical reasoning and ability to solve problems. He is currently based in Indianapolis, Indiana.
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About
I'm a high net worth and advised solutions registered representative at Charles Schwab working in Client Services and Support. I deliver point of contact advice for our digital offerings. I’m experienced with managed accounts, trading, training, people leadership and supervision. I currently hold my series 7, 63, 66, and 9/10.
Work Experience
Manager | High Net Worth Representative
Financial Service Professional
Financial Services
Brad Marko's Professional Milestones
- Financial Service Professional (2016-02-01~): Provided exceptional customer service, resulting in increased customer satisfaction and increased customer retention.
- Manager | High Net Worth Representative (2016-02-01~): Building loyal client partnerships by managing high-net-worth individuals and establishing strong relationships with high-net-worth markets.
Education
Accounting And Business Economics
2010-2015Skill
Mathematics
Financial Statement Analysis
Microsoft Excel
Problem Solving
Communication
Fixed Income
Analytical Reasoning
Options
Fundamental Analysis
Sales
Equity Trading
Databases
Certification
Colleagues
Catherine Etherton
Product Owner | Product Manager
Michael Hayashi
product owner & cybersecurity data engineer at charles schwab
Michael Sherer
Senior Product Owner
Saira Zafar
Sr. Product Owner - eComm Archival & Supervision Platform | SAFe PO/PM
Aaron Ewing
Owner of A & M Wellness LLC
Other Named Brad Marko
Frequently asked questions
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Brad Marko works for Charles Schwab
Brad Marko's role in Charles Schwab is Manager | High Net Worth Representative
Brad Marko works in the industry of Financial Services
Brad Marko's colleagues are Catherine Etherton,Michael Hayashi,Michael Sherer
Brad Marko's latest job experience is Manager | High Net Worth Representative at Charles Schwab
Brad Marko's latest education in Ohio University
