Rhett R.

Rhett R. Email and Phone Number

Business Risk Consultant - Mergers and Acquisitions @ Charles Schwab
Denver, CO, US
Rhett R.'s Location
Denver, Colorado, United States, United States
Rhett R.'s Contact Details

Rhett R. personal email

n/a
About Rhett R.

EXPERTISE: Client/Customer Service, Public Speaking, Training/Mentoring & Development, International Accounts, Alternative Investments, Team Building, Collaboration.

Rhett R.'s Current Company Details
Charles Schwab

Charles Schwab

View
Business Risk Consultant - Mergers and Acquisitions
Denver, CO, US
Website:
schwab.com
Employees:
33019
Rhett R. Work Experience Details
  • Charles Schwab
    Business Risk Consultant - Mergers And Acquisitions
    Charles Schwab
    Denver, Co, Us
  • Charles Schwab
    Business Risk Consultant - Mergers & Acquisitions
    Charles Schwab Apr 2024 - Present
    Lone Tree, Colorado, United States
  • Charles Schwab
    Team Lead
    Charles Schwab Apr 2022 - Apr 2024
    Lone Tree, Colorado, United States
    Premier Wealth Group 10Supporting supervision of a specialized team of Service Professionals, working directly with Investment Advisors whom custody assets with Charles Schwab & Co. Responsibilities include:- Team Training & Development- Resolving Escalated client issues- Continuous learning of operational processes- Collaboration with internal partners toward problem resolution
  • Charles Schwab
    Service Relationship Manager
    Charles Schwab Oct 2021 - Jun 2022
    In addition to existing responsibilities as advanced Service Professional, I am assigned specific Investment Advisory firms as a primary point of contact. I seek to better understand their specific needs, client offerings, and how Charles Schwab & Co. can accommodate and act as an extension of the firm's business operations.
  • Charles Schwab
    Senior Enhanced Relationship Specialist
    Charles Schwab Mar 2021 - Oct 2021
    Additional responsibilities as advanced relationship professional including categorization in call routing for advisor inquiries with greater complexities, requiring a broader knowledge base of available services and offerings.
  • Charles Schwab
    Relationship Specialist
    Charles Schwab Sep 2017 - Mar 2021
    Responding to Investment Advisor inquiries.Building relationships with Investment Advisors through dedicated correspondence over phone and email, as a primary point of contact for advisory firms.
  • United Way Of Denton County
    Research & Communication Intern
    United Way Of Denton County Feb 2017 - May 2017
    Denton, Texas
    Archival research regarding documents related to history of United Way of Denton County.- Produced history timeline for continuous use in stockholder and marketing reports.Researching demographic and statistics for veterans in north Texas for use in the United Way of Denton’s County Wide Needs Assessment.- Information contributes toward addressing the needs of Denton County’s veteran population, providing stockholders and donors an in-depth perspective and increased awareness for future fund-raising campaigns.
  • University Of North Texas
    Research Assistant
    University Of North Texas Feb 2017 - May 2017
    Denton, Texas
    Researching scientific cyber-infrastructures & human factor engineering.
  • University Of North Texas
    Graduate Teaching Assistant
    University Of North Texas Aug 2015 - Jan 2017
    Denton, Texas, United States
    Primary instructor for 3 sections of Introduction to Communication Studies (COMM 1010) covered subjects including:- Introductory communication principles.- Persuasive & Informative speech structure and etiquette.- Communication research and writing.Held roles of instructor and assistant to 80+ students per semester, in courses concerning subjects including: Introductory communication principles, Public address etiquette & Organization, and Communication research and writing. Maintained students’ grades, course work, and administrative duties for 3 classes per semester.
  • Gamestop
    Game Advisor
    Gamestop Oct 2010 - Mar 2014
    Crosby & Denton, Tx.

Rhett R. Education Details

Frequently Asked Questions about Rhett R.

What company does Rhett R. work for?

Rhett R. works for Charles Schwab

What is Rhett R.'s role at the current company?

Rhett R.'s current role is Business Risk Consultant - Mergers and Acquisitions.

What is Rhett R.'s email address?

Rhett R.'s email address is rh****@****unt.edu

What schools did Rhett R. attend?

Rhett R. attended University Of North Texas, University Of North Texas, Lone Star College System.

Who are Rhett R.'s colleagues?

Rhett R.'s colleagues are Gregory Kaiser, Mark Luna, Lindsey Underwood, Cfp®, Cws, Jeffrey Brown, Cfa, Chen Sykes, Aaron Abbott, Stephanie Baragar.

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