Astrid Hall Email and Phone Number
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Experienced financial industry team leader with a proven track record in strategic planning, risk management, and team collaboration. Demonstrated ability to drive results, optimize processes, and ensure regulatory compliance. Strong leadership skills with a focus on fostering a positive and high-performing team culture.CA Insurance #0M19616Charles Schwab & Co., Inc. Charles Schwab Bank *Separate but affiliated companiesCharles Schwab Bank and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Investment products are offered by Charles Schwab & Co., Inc. (member SIPC). Charles Schwab & Co., Inc. does not solicit, offer, endorse, negotiate or originate any mortgage loan products and is neither a licensed mortgage broker nor a licensed mortgage lender. Home lending is offered and provided by Rocket Mortgage, Inc., Equal Housing Lender. Rocket Mortgage Inc. is not affiliated with The Charles Schwab Corporation, Charles Schwab & Co. Inc. or Charles Schwab Bank. Deposit and other lending products are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender.Investment Products: Not FDIC-Insured | No Bank Guarantee | May Lose ValueNOTICE: All email sent to or from the Charles Schwab corporate email system is subject to archiving, monitoring and/or review by Schwab personnel.
Charles Schwab
View- Website:
- schwab.com
- Employees:
- 33019
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Client Services Manager - Active Trader BranchCharles SchwabTexas, United States
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Service Relationship ManagerCharles Schwab Jun 2022 - PresentWestlake
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Client Relations SpecialistCharles Schwab May 2020 - PresentUSAA Integration & Support Team
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Independent Financial Advisor / Arlington Office ManagerGlobal Capital Wealth Management Jan 2019 - Sep 2021Arlington, Tx
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Financial AdvisorAmeriprise Financial Services, Inc. Aug 2017 - Jan 2019Dallas/Fort Worth Area -
Executive Associate To Branch Manager / Office ManagerCentaurus Financial, Inc.® - Global Capital Wealth Management Nov 2013 - Jul 2017San Jose, CaProvide and maintain outstanding customer service for office portfolio of 1,180 clients with approximatively 90 Million dollars under management.Plan and implement human resources policies. Organize recruitment and placement of required staff.Manage daily administrative tasks and accounting. Establish work schedules. Supervise staff.Coordinate and Budget seminars and events.Prepare and select seminar marketing materials including brochures, fact sheets, flyers, articles, suitability questionnaire.Supervise the establishment of new contracts, build comparative analysis and proposed portfolios using Morningstar.Develop solutions to facilitate operational activities such as the use of Redtail CRM or LaserAppImplement rules and regulation of the financial industry and prepare quarterly management reports
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Sr. Project AssociateBnp Paribas Aug 2012 - Oct 2013San Francisco Bay AreaAssist clients to adapt to the changes taking place in the digital era and guide their decision-making so that they are able to fully embrace and capitalize on the digital transformation of society and business within the financial world. My main mission was to research and analyze business data to provide financial business strategies.
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Financial AdvisorBnp Paribas Jul 2010 - Jun 2012FranceManage a portfolio of 600 clients and achieve yearly sales goals which were raising $1 Million in assets invested, approving $2 millions in mortgages, opening 65 new accounts and selling numerous bank services.Meet with clients to discuss their financial goals on a daily basis and recommend banking solutions as well as insurance products such as mortgage insurance, car insurance, healthcare insurance, annuities and life insurance.Develop strong relationships with clients while providing unparalleled service in wealth management including short term investments and retirement planning, establishing diversified portfolios such as stocks, bonds, options and alternatives investments.Generate leads through referrals and sponsor events such as local tennis and golf tournaments, ESC Pau charity event (Ranked #14 Best Business School in the World). -
Teller / Banker TraineeBnp Paribas Aug 2006 - Jun 2010FranceOpen new customer accounts, including checking, savings and lines of creditBalance daily cash deposits and bank vault inventory with a zero error rate. Supply tellers and businesses with coin and currency as neededResearch and resolve customer issues on personal savings, checking and lines of credit accountsAssist Senior Bankers processing sales referrals and promoting bank services and products, resulting in 8% branch sales increase
Astrid Hall Skills
Astrid Hall Education Details
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Business Administration And Management, General -
Accounting And Business/Management -
Cfpb, FranceBanking, Corporate, Finance, And Securities Law
Frequently Asked Questions about Astrid Hall
What company does Astrid Hall work for?
Astrid Hall works for Charles Schwab
What is Astrid Hall's role at the current company?
Astrid Hall's current role is Client Services Manager - Active Trader Branch.
What is Astrid Hall's email address?
Astrid Hall's email address is ah****@****ner.com
What is Astrid Hall's direct phone number?
Astrid Hall's direct phone number is +141588*****
What schools did Astrid Hall attend?
Astrid Hall attended Menlo College, De Anza College, Cfpb, France.
What skills is Astrid Hall known for?
Astrid Hall has skills like Business Strategy, Microsoft Word, Microsoft Excel, Marketing Communications, French Native Speaker, Financial Analysis, Financial Planning, Executive Management, Organization Skills, Customer Satisfaction, Sales Force Development, Powerpoint.
Who are Astrid Hall's colleagues?
Astrid Hall's colleagues are Jen Keleher, Nick Huerta, Adam Ivanov, Ambreen Moorani, Gary Guan, Edward C., Zoe Grove.
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Astrid Hall
Miami-Fort Lauderdale Area -
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3dcf.state.fl.us, myflfamilies.com, myflfamilies.com -
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