Reza Abcari

Reza Abcari

VP- Financial Consultant at Charles Schwab
Lafayette, California, United States

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Work Experience

Charles Schwab

VP- Financial Consultant

2021-08-01 - Present

The Entrust Group

Director of Operations

2016-06-01 - 2018-08-01

Charles Schwab & Co., Inc.

Team Manager, Retirement Services

1998-11-01 - 2003-12-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English