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Frank Case Email & Phone Number
Client Relationship Specialist
at
Charles Schwab
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 100%
Current company
Role
Client Relationship Specialist
Location
United States
Company size
Who is Frank Case? Overview
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Quick answer
Frank Case is listed as Client Relationship Specialist at Charles Schwab, a with 33019 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Frank Case.
Frank Case previously worked as High Net Worth Specialist at Charles Schwab and Financial Services Representative at Charles Schwab. Frank Case studied at Arizona State University.
Company email context
Email format at Charles Schwab
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Charles Schwab
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Profile bio
About Frank Case
I have a strong aptitude to learn and apply new concepts towards building relationships with people resulting in a friendly, solution-based experience.One thing I have learned early on in my career is that I have an ambition towards confronting familiar or unfamiliar tasks with a sense of urgency. Strengthening existing client relationships is critical in understanding how to earn new ones. Customizing and prioritizing client goals are a few key components that I demonstrate in my everyday work-life. I have a proven track record to produce sound business decisions within the best interest of my company. In attempt to build on these efforts, I am studying to obtain my financial industry licenses.
Listed skills include Strategic Communications, Public Relations, Loans, Financial Services, and 1 others.
Current workplace
Frank Case's current company
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Charles Schwab
6 roles
Frank Case work experience
A career timeline built from the work history available for this profile.
High Net Worth Specialist
Financial Services Representative
Jun 2022 - Jun 2023
Executive Recruiter
-Recruit top performers in the electrical distribution industry-Executed job orders at a 90% success rate by presenting qualified candidates to company client-Identify prospects and built my own network through a variety of sources: cold-calling, employer websites, LinkedIn, etc.-Provide strategic tactics to industry leading executives to earn new business partnerships and build a book of business
Jun 2021 - Feb 2022
Personal Loan Specialist
-Exceeded standard monthly loan conversion rate of 85%-Evaluate financial data to properly underwrite personal loans for profitability -Probe inquiries to gain an understanding of client financial goals-Interpret and articulate financial models to ensure advantages for clients-Completed internal leadership programs once I was identified as a candidate for a future management role.
Apr 2017 - Mar 2021
Closing Manager
Sep 2015 - Apr 2017
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 33019 employees →
ND
Nicholas D.
Colleague at Charles SchwabMesa, Arizona, United States
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AS
Anish Singam
Colleague at Charles SchwabChicago, Illinois, United States
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JB
Jordan Booths
Colleague at Charles SchwabBurbank, California, United States
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LC
Landon Cruse
Colleague at Charles SchwabBoyd, Texas, United States
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KF
Kathy Farmer
Colleague at Charles SchwabMaryland Heights, Missouri, United States
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SV
Shubham Verma
Colleague at Charles SchwabNew Delhi, Delhi, India
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BA
Blazy Aldana
Colleague at Charles SchwabLos Angeles, California, United States
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DR
Denise Rajotte
Colleague at Charles SchwabSuffolk County, Massachusetts, United States
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CT
Charlie Thompson
Colleague at Charles SchwabSt Louis, Missouri, United States
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JS
Jonathan Sears, Cfp ®, Mba
Colleague at Charles SchwabGreater Chicago Area, United States
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Nicholas D.
Colleague at Charles SchwabMesa, Arizona, United States
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AS
Anish Singam
Colleague at Charles SchwabChicago, Illinois, United States
View →
JB
Jordan Booths
Colleague at Charles SchwabBurbank, California, United States
View →
LC
Landon Cruse
Colleague at Charles SchwabBoyd, Texas, United States
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KF
Kathy Farmer
Colleague at Charles SchwabMaryland Heights, Missouri, United States
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SV
Shubham Verma
Colleague at Charles SchwabNew Delhi, Delhi, India
View →
BA
Blazy Aldana
Colleague at Charles SchwabLos Angeles, California, United States
View →
DR
Denise Rajotte
Colleague at Charles SchwabSuffolk County, Massachusetts, United States
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CT
Charlie Thompson
Colleague at Charles SchwabSt Louis, Missouri, United States
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JS
Jonathan Sears, Cfp ®, Mba
Colleague at Charles SchwabGreater Chicago Area, United States
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3 education records
Frank Case education
Education record
Bachelor'S Degree, Business, Organizational Leadership, Interdisciplinary Studies
Education record
FAQ
Frequently asked questions about Frank Case
Quick answers generated from the profile data available on this page.
What company does Frank Case work for?
Frank Case works for Charles Schwab.
What is Frank Case's role at Charles Schwab?
Frank Case is listed as Client Relationship Specialist at Charles Schwab.
Where is Frank Case based?
Frank Case is based in United States while working with Charles Schwab.
What companies has Frank Case worked for?
Frank Case has worked for Charles Schwab, Ascend Associates Inc, Discover Financial Services, and Super Star Car Wash.
Who are Frank Case's colleagues at Charles Schwab?
Frank Case's colleagues at Charles Schwab include Nicholas D., Anish Singam, Jordan Booths, Landon Cruse, and Kathy Farmer.
How can I contact Frank Case?
You can use AeroLeads to view verified contact signals for Frank Case at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Frank Case attend?
Frank Case studied at Arizona State University.
What skills is Frank Case known for?
Frank Case is listed with skills including Strategic Communications, Public Relations, Loans, Financial Services, and Sales Management.
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