Frank Case
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Frank Case Email & Phone Number

Client Relationship Specialist at Charles Schwab
Location: United States, United States, United States 6 work roles 3 schools
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Current company
Charles Schwab
Role
Client Relationship Specialist
Location
United States, United States, United States
Company size
33019 employees

Who is Frank Case? Overview

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Quick answer

Frank Case is listed as Client Relationship Specialist at Charles Schwab, a company with 33019 employees, based in United States, United States, 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.

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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
Charles Schwab
Client Relationship Specialist
United States
Website
schwab.com
Employees
33019
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6 roles

Frank Case work experience

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High Net Worth Specialist

Current
Charles Schwab

United States

Jun 2023 - Present

Financial Services Representative

Charles Schwab

Arizona, United States

Jun 2022 - Jun 2023

Executive Recruiter

Ascend Associates Inc

-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.

Jun 2021 - Feb 2022

Personal Loan Specialist

Discover Financial Services

-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.

Apr 2017 - Mar 2021
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts for 33019 employees →

SN Sydney Nache Sydney Nache Colleague at Charles Schwab Phoenix, Arizona, United States, United States View → TS Taylor Smith Taylor Smith Colleague at Charles Schwab Dallas-Fort Worth Metroplex, United States View → MU Madison Ubry Madison Ubry Colleague at Charles Schwab Princeton, New Jersey, United States, United States View → KT Kumar T Kumar T Colleague at Charles Schwab San Francisco Bay Area, United States View → KB Karla Blanco Karla Blanco Colleague at Charles Schwab A Coruña, Galicia, Spain, Spain View → BA Braiden Albrecht-Reed Braiden Albrecht-Reed Colleague at Charles Schwab Denver Metropolitan Area, United States, United States View → DE David Ethington, Cfp® David Ethington, Cfp® Colleague at Charles Schwab Phoenix, Arizona, United States, United States View → SC Samson Ciftci Samson Ciftci Colleague at Charles Schwab Cedar Park, Texas, United States, United States View → BO Briana O'Malley Briana O'Malley Colleague at Charles Schwab Bakersfield, California, United States, United States View → JT John Tran John Tran Colleague at Charles Schwab Greater Orlando, United States, United States View →
3 education records

Frank Case education

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, United States, 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 Sydney Nache, Taylor Smith, Madison Ubry, Kumar T, and Karla Blanco.

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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