Shawn George Email and Phone Number
Shawn George work email
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Shawn George personal email
At Schwab Wealth Advisory Inc., our team excels in providing tailored financial planning services, leveraging my Series 7, 66 and 9/10 certifications and a solid foundation in finance from The University of Texas at Arlington. Our work is underpinned by a strong commitment to integrity, fostering trust and long-lasting client relationships.In this journey, I have honed problem-solving skills that resonate with our clients' needs, ensuring their financial goals are met with precision and care. The focus remains on delivering strategic wealth management solutions with a collaborative approach that reflects our collective values and dedication to excellence.
Charles Schwab
View- Website:
- schwab.com
- Employees:
- 33019
- Company phone:
- 800-435-4000
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Bank Operations Team LeadCharles SchwabTexas, United States
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Senior Associate At Schwab Wealth Advisory, Inc.Charles Schwab Mar 2023 - PresentWestlake, Texas, Us
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Sr. Fixed Income SpecialistCharles Schwab Mar 2023 - Jan 2024Westlake, Texas, Us
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Avp, Financial Solutions AdvisorBank Of America Merrill Lynch Aug 2022 - Mar 2023Charlotte, Nc, Us -
Workplace Planning ConsultantFidelity Investments Mar 2022 - Sep 2022Boston, Ma, Us -
Workplace Planning AssociateFidelity Investments Apr 2021 - Mar 2022Boston, Ma, Us
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Relationship BankerBank Of America Apr 2020 - Apr 2021Charlotte, Nc, Us -
Funding AnalystExeter Finance Jan 2020 - Apr 2020Irving, Tx, Us• Perform credit investigation and use analytical skills to assess accuracy of employment, address, identity verifications, income and other risks to approve auto loans.• Build relationships with Exeter's dealer partners, dealerships and credit analysts to support company goals. -
Commercial TellerFrost Bank Mar 2019 - Jan 2020San Antonio, Texas, Us• Conduct credit and debit transactions for personal and business accounts in compliance with established bank policies and procedures• File change order requests, wire transfers, loan payments, bankcard advances and exchange negotiable instruments -
Sales ManagerMarketsource Inc. Sep 2016 - Mar 2019Alpharetta, Georgia, Us• Became one of the leading regions in sales out of over 1500 stores company-wide.• Oversaw sales performances of five different Tech locations, inside Target stores, and reported directly to the District manager.• Trained and coached new and current team members on having conversations with customers and cultivated a sales-oriented environment.• Maintained great relationships and communication with the executive leadership of each store.• Created product and brand awareness for wireless products and carriers (Verizon, AT&T and Sprint)
Shawn George Skills
Shawn George Education Details
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The University Of Texas At ArlingtonFinance
Frequently Asked Questions about Shawn George
What company does Shawn George work for?
Shawn George works for Charles Schwab
What is Shawn George's role at the current company?
Shawn George's current role is Bank Operations Team Lead.
What is Shawn George's email address?
Shawn George's email address is sh****@****ity.com
What schools did Shawn George attend?
Shawn George attended The University Of Texas At Arlington.
What skills is Shawn George known for?
Shawn George has skills like Team Management, Sales, Finance, Customer Service, Leadership, Communication, Microsoft Excel, Teamwork, Sales Management, Account Management, Interpersonal Skills, Problem Solving.
Who are Shawn George's colleagues?
Shawn George's colleagues are Mark Perkins, Alice Pham Le, Kalpana Siddhantham, Jack Cunningham, Bianca Nica, Brian A., Luis Rodriguez.
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