Roo Khan, Mba
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Roo Khan, Mba Email & Phone Number

Client Service Specialist at Osborne Partners Capital Management at Osborne Partners Capital Management, LLC
Location: Hayward, California, United States 5 work roles 2 schools
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Current company
Osborne Partners Capital Management, LLC
Role
Client Service Specialist at Osborne Partners Capital Management
Location
Hayward, California, United States
Company size
15 employees

Who is Roo Khan, Mba? Overview

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Quick answer

Roo Khan, Mba is listed as Client Service Specialist at Osborne Partners Capital Management at Osborne Partners Capital Management, LLC, a company with 15 employees, based in Hayward, California, United States. AeroLeads shows a matched LinkedIn profile for Roo Khan, Mba.

Roo Khan, Mba previously worked as Client Service Specialist at Osborne Partners Capital Management, Llc and Administrative Assistant at Mariner Wealth Advisors. Roo Khan, Mba holds Master'S Degree, Business Administration And Management, General from California State University - East Bay.

Company email context

Email format at Osborne Partners Capital Management, LLC

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Osborne Partners Capital Management, LLC

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Profile bio

About Roo Khan, Mba

Master of Business Administration and Management with 4 years experience in the financial services industry working as a Client Service Specialist. Looking for opportunities to enhance my career in Client Service and Financial Planning.

Current workplace

Roo Khan, Mba's current company

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Osborne Partners Capital Management, LLC
Osborne Partners Capital Management, Llc
Client Service Specialist at Osborne Partners Capital Management
san francisco, california, united states
Website
osbornepartners.com
Employees
15
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5 roles

Roo Khan, Mba work experience

A career timeline built from the work history available for this profile.

Administrative Assistant

Current
Mariner Wealth Advisors

Pleasanton, California, United States

  • Preparing custodial and internal forms for clients which include new account paperwork, transfers, agreements, and all other necessary forms and paperwork needed to open and maintain accounts.
  • Cultivating and enhancing new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and ensuring key information and.
  • Onboarding and maintaining client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples.
  • Input orders at the direction of clients and/or Financial Advisor(s), discussing reinvestment options and corporate actions with clients at the direction of Financial Advisors
  • Running and maintaining reports such as Cash Available to trade and RMD
  • Verifying deposits and allocating to assigned models used in office trading systems
Jan 2022 - Present

Barista

Starbucks

Hayward, California, United States

Feb 2019 - Dec 2023
Team & coworkers

Colleagues at Osborne Partners Capital Management, LLC

Other employees you can reach at osbornepartners.com. View company contacts for 15 employees →

AC Alicia Cheng Alicia Cheng Colleague at Osborne Partners Capital Management, LlcHayward, California, United States, United States View → JM Justin Mcnichols, Cfa Justin Mcnichols, Cfa Colleague at Osborne Partners Capital Management, LlcSan Francisco, California, United States, United States View → SV Sonia Von Berg Sonia Von Berg Colleague at Osborne Partners Capital Management, LlcSan Francisco Bay Area, United States View → FT Faith Thomas Faith Thomas Colleague at Osborne Partners Capital Management, LlcRedwood City, California, United States, United States View → KM Karen Mcmillan, Cfp® Karen Mcmillan, Cfp® Colleague at Osborne Partners Capital Management, LlcSan Francisco, California, United States, United States View → MC Maria C. Maria C. Colleague at Osborne Partners Capital Management, LlcEmeryville, California, United States, United States View → JC Joseph Conachy Cfp® Joseph Conachy Cfp® Colleague at Osborne Partners Capital Management, LlcWest Linn, Oregon, United States, United States View → SR Seema Rajoura Seema Rajoura Colleague at Osborne Partners Capital Management, LlcSan Francisco Bay Area, United States View → CD Charles Devens Osborne Charles Devens Osborne Colleague at Osborne Partners Capital Management, LlcSan Francisco, California, United States, United States View → DO Deborah(Debra) Osborne Deborah(Debra) Osborne Colleague at Osborne Partners Capital Management, LlcBrooklyn, New York, United States, United States View →
2 education records

Roo Khan, Mba education

Bachelor Of Science - Bs, Business Administration: Business Economics Concentration

California State University - East Bay

Activities and Societies: Alpha Phi International Fraternity Orientation Programs Student Assistant (3 years)

FAQ

Frequently asked questions about Roo Khan, Mba

Quick answers generated from the profile data available on this page.

What company does Roo Khan, Mba work for?

Roo Khan, Mba works for Osborne Partners Capital Management, LLC.

What is Roo Khan, Mba's role at Osborne Partners Capital Management, LLC?

Roo Khan, Mba is listed as Client Service Specialist at Osborne Partners Capital Management at Osborne Partners Capital Management, LLC.

Where is Roo Khan, Mba based?

Roo Khan, Mba is based in Hayward, California, United States while working with Osborne Partners Capital Management, LLC.

What companies has Roo Khan, Mba worked for?

Roo Khan, Mba has worked for Osborne Partners Capital Management, Llc, Mariner Wealth Advisors, Starbucks, Alpha Phi International Fraternity, and Viewpoint Financial Network.

Who are Roo Khan, Mba's colleagues at Osborne Partners Capital Management, LLC?

Roo Khan, Mba's colleagues at Osborne Partners Capital Management, LLC include Alicia Cheng, Justin Mcnichols, Cfa, Sonia Von Berg, Faith Thomas, and Karen Mcmillan, Cfp®.

How can I contact Roo Khan, Mba?

You can use AeroLeads to view verified contact signals for Roo Khan, Mba at Osborne Partners Capital Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Roo Khan, Mba attend?

Roo Khan, Mba holds Master'S Degree, Business Administration And Management, General from California State University - East Bay.

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