Senior Associate Wealth Advisor@ Charles Schwab
Indianapolis, Indiana, United States
Yousef Alduwairi, MBA
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Southern States University
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Tell me more about Yousef Alduwairi, MBA?
FlashIntel GPTYousef Alduwairi, MBA is an experienced wealth advisor with over 10 years of work experience. He is based in Indianapolis, Indiana, and works closely with clients to provide guidance and guidance in executing wealth management strategies. Yousef also provides portfolio management and financial planning needs. He has worked at Charles Schwab in various roles, including Senior Associate Wealth Advisor, Specialist, High Net Worth Rep, Associate Broker, and Sales Representative. Yousef has a strong background in the financial services industry and has worked with a wide range of clients, including individuals, small businesses, and large corporations.
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About
I work closely with the wealth advisor to provide advice and guidance to help execute the client’s wealth management strategy. In addition to supporting portfolio management and financial planning needs.
Work Experience
Senior Associate Wealth Advisor
Senior Associate Wealth Advisor
Associate Broker
Financial Services
Yousef Alduwairi, MBA's Professional Milestones
- Senior Associate Wealth Advisor (2021-04-01~2021-09-01): Provided exceptional support to high-networth clients, improving their overall satisfaction and revenue growth.
- Associate Broker (2017-01-01~2021-04-01): Achieving high performance on broker relationships, resulting in increased customer satisfaction and positive feedback.
Education
Certification
Colleagues
Kelly D Casey
Product Owner
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
Other Named Yousef Alduwairi, MBA
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Yousef Alduwairi, MBA works for Charles Schwab
Yousef Alduwairi, MBA's role in Charles Schwab is Senior Associate Wealth Advisor
Yousef Alduwairi, MBA works in the industry of Financial Services
Yousef Alduwairi, MBA's colleagues are Kelly D Casey,Catherine Etherton,Michael Hayashi
Yousef Alduwairi, MBA's latest job experience is Senior Associate Wealth Advisor at Charles Schwab
Yousef Alduwairi, MBA's latest education in Southern States University
