Ambreen Moorani Email & Phone Number

Westlake, Texas

• Establish and maintain financial data feeds from new onboarding financial firms to various third-party data software systems including utilizing Fidelity Investments Wealthscape, Charles Schwab Advisor Center, Salesforce CRM, DocuSign, and Tamarac and Envestnet data feeds.• Assist with mergers and acquisitions and ensure they are completed at market close. • Troubleshoot any issues that arise with financial data in daily overnight data feeds. • Maintain foundational partnerships with financial firms and various internal teams to help troubleshoot and resolve cases, escalations, and partner inquiries while maintaining strong partnerships with internal partners, peers, and leaders.

Westlake, Texas

• Hosted weekly presentations for newly enrolled financial advisors and firms at Schwab which educated them on how to place trades and manage their client accounts in a more efficient manner using the tools and resources provided by the Schwab platform. • Provide technical support/problem resolution to Registered Investment Advisor’s in a timely, professional, and courteous manner. Assist with data download and troubleshooting technical issues caused by internal and external software systems. • Research, resolve, and Identify opportunities for process improvement and drive important issues through to resolution. Provide customers with information on other products and services when appropriate.

Westlake Tx

• Answering and educating customer queries about 401K plans while processing transactions accurately. • Effectively utilizing and navigating internal resources. Actively participating in Quality Improvement Process • Completing Defined Contribution (401K) Plan Training and ongoing education and learning.

Westlake, Texas

• Work closely with Advisors, including those involved in the Charitable Investment Advisor Program (CIAP). • Respond to daily communications and help maintain advisor access and researching and resolving investment issues that may impact our donors or our business. • Primary servicing our high-net-worth clients in the Private Donor Group.

Westlake, Texas

• Financial associate for Customer Account Resolutions Workplace investing. • Calculate employee and employer earnings for their 401K plans. • Assist in any 401k corrections or missed employer or employee contributions. • Communicate and educate clients about 401k and advise

Master'S Degree, Sociology Minor In Family Studies

Bachelor'S Degree, Criminal Justice

Minor, Psychology

High School Diploma