Client Relationship Specialist
Current
Oct 2024 - Present
AeroLeads people directory · profile
Benjamin J. F. Email & Phone Number
Client Relationship Specialist
at
Charles Schwab
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Relationship Specialist
Location
Columbus, Ohio, United States
Company size
Who is Benjamin J. F.? Overview
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Quick answer
Benjamin J. F. is listed as Client Relationship Specialist at Charles Schwab, a with 20505 employees, based in Columbus, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Benjamin J. F..
Benjamin J. F. previously worked as Territory Manager at Priority1 and Bay Host at Topgolf. Benjamin J. F. holds Bachelor Of Business Administration - Bba, Finance, General from The Ohio State University.
Company email context
Email format at Charles Schwab
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Charles Schwab
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Profile bio
About Benjamin J. F.
I have recently graduated from The Ohio State University with a Bachelor's of Business Admin - Finance, partnered with two years of studies within Computer Science and Engineering. Throughout my tenure at Ohio State, I have been the fortunate recipient of the merit-based Provost Scholarship, along with being awarded leadership positions in multiple club activities such as Young Life and the collegiate eSports program.Moving into potential career opportunities, I want to challenge myself to achieve higher standards. I plan to provide social leadership, connecting groups of people, in order to drive a sense of confidence and expectation in cooperative environments. In partnership, studying technology-driven fields will allow this leadership and cooperation to come with a backbone of objective, trustworthy data and explanation.I am excited to move forward and help a company grow to greater boundaries.
Current workplace
Benjamin J. F.'s current company
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Charles Schwab
8 roles
Benjamin J. F. work experience
A career timeline built from the work history available for this profile.
Territory Manager
- Optimizing freight operations to drive cost savings and operational efficiencies for clients- Collaborate closely with prospective clients to identify tailored solutions to their specific freight setup
Mar 2024 - Oct 2024
Bay Host
- Attend to all players' gameplay, F&B, and event-related needs, generating $50,000 revenue daily- Create a welcoming, hospitable environment, contributing to second largest event sales domestically
Aug 2023 - Mar 2024
Private Banquet Server
- Responsible for providing a five-star dining experience using genuine hospitality in all aspects of service - Achieving over a 20% repeat business mark, helping achieve the second-rated restaurant in Columbus, Ohio
May 2022 - Jun 2023
Financial Advisor
- Actively sought out and accepted clients, in an effort to aid them in achieving financial freedom - Created investment strategies and portfolios suggestions tailored to each individual client, maximizing risk/return
Aug 2022 - Dec 2022
Assistant Service Manager
- Led and coordinated all service-related team activities for over $20,000 in daily average sales - Created a statistical analysis program within Texas Roadhouse to better record server performance in accordance with the regional market. Reported top marks against competition within 3 months of applying the program - Improved scheduling and sales projections by creating new systems and spreadsheets, increasing overall efficiency
Dec 2020 - Sep 2021
Server
- Generated over $2,000 in revenue in average daily sales - Applied genuine hospitality by attending to all guest requests and needs, generating $2,000 in average daily revenue
Jul 2018 - Dec 2020
Server Assistant
May 2017 - Jul 2018
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 20505 employees →
ML
Mary Lai, Cfp®
Colleague at Charles SchwabSunnyvale, California, United States
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PT
Penny Taylor
Colleague at Charles SchwabArlington, Texas, United States
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RG
Rajeswari Gundu
Colleague at Charles SchwabSchaumburg, Illinois, United States
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HC
Hunter Cowley
Colleague at Charles SchwabAustin, Texas, United States
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CC
Craig Collisson
Colleague at Charles SchwabDenver, Colorado, United States
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CS
Chase Stevens
Colleague at Charles SchwabDenver Metropolitan Area, United States
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FZ
Fahad Zaman
Colleague at Charles SchwabNew York, United States
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AD
Alexa Durham
Colleague at Charles SchwabSan Antonio, Texas, United States
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KG
Krishi Gandhi
Colleague at Charles SchwabScarborough, Ontario, Canada
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SJ
Sharon Jones
Colleague at Charles SchwabSan Francisco, California, United States
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Mary Lai, Cfp®
Colleague at Charles SchwabSunnyvale, California, United States
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PT
Penny Taylor
Colleague at Charles SchwabArlington, Texas, United States
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RG
Rajeswari Gundu
Colleague at Charles SchwabSchaumburg, Illinois, United States
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HC
Hunter Cowley
Colleague at Charles SchwabAustin, Texas, United States
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CC
Craig Collisson
Colleague at Charles SchwabDenver, Colorado, United States
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CS
Chase Stevens
Colleague at Charles SchwabDenver Metropolitan Area, United States
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FZ
Fahad Zaman
Colleague at Charles SchwabNew York, United States
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AD
Alexa Durham
Colleague at Charles SchwabSan Antonio, Texas, United States
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KG
Krishi Gandhi
Colleague at Charles SchwabScarborough, Ontario, Canada
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SJ
Sharon Jones
Colleague at Charles SchwabSan Francisco, California, United States
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2 education records
Benjamin J. F. education
Bachelor Of Business Administration - Bba, Finance, General
Education record
FAQ
Frequently asked questions about Benjamin J. F.
Quick answers generated from the profile data available on this page.
What company does Benjamin J. F. work for?
Benjamin J. F. works for Charles Schwab.
What is Benjamin J. F.'s role at Charles Schwab?
Benjamin J. F. is listed as Client Relationship Specialist at Charles Schwab.
Where is Benjamin J. F. based?
Benjamin J. F. is based in Columbus, Ohio, United States while working with Charles Schwab.
What companies has Benjamin J. F. worked for?
Benjamin J. F. has worked for Charles Schwab, Priority1, Topgolf, Lindey'S Restaurant & Bar, and Northwestern Mutual.
Who are Benjamin J. F.'s colleagues at Charles Schwab?
Benjamin J. F.'s colleagues at Charles Schwab include Mary Lai, Cfp®, Penny Taylor, Rajeswari Gundu, Hunter Cowley, and Craig Collisson.
How can I contact Benjamin J. F.?
You can use AeroLeads to view verified contact signals for Benjamin J. F. at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Benjamin J. F. attend?
Benjamin J. F. holds Bachelor Of Business Administration - Bba, Finance, General from The Ohio State University.
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