Associate Wealth Advisor
Current
Apr 2024 - Present
AeroLeads people directory · profile
Shayan Peerwani Email & Phone Number
Associate Wealth Advisor at Schwab Wealth Advisory, Inc.
at
Charles Schwab
1 work email found
@schwab.com
1 phone found area 800
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Associate Wealth Advisor at Schwab Wealth Advisory, Inc.
Location
Dallas-Fort Worth Metroplex, United States, United States
Who is Shayan Peerwani? Overview
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Quick answer
Shayan Peerwani is listed as Associate Wealth Advisor at Schwab Wealth Advisory, Inc. at Charles Schwab, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 800, and a matched LinkedIn profile for Shayan Peerwani.
Shayan Peerwani previously worked as Associate Wealth Advisor at Charles Schwab and Associate-Schwab Wealth Advisory, Inc. at Charles Schwab. Shayan Peerwani holds Bachelor Of Science (B.S.), Accounting from The University Of Texas At Dallas.
Company email context
Email format at Charles Schwab
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{first}.{last}@schwab.com
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AeroLeads found 1 current-domain work email signal for Shayan Peerwani. Compare company email patterns before reaching out.
Profile bio
About Shayan Peerwani
As an Associate Wealth Advisor at Schwab Wealth Advisory, a division of Charles Schwab that provides customized investment solutions to high-net-worth clients, I leverage my eight years of experience in the financial services industry to deliver high-quality service and strategy. I hold a Bachelor of Science in Accounting from The University of Texas at Dallas, and I am licensed in Series 7, 66, and General Lines-Life, Accident and Health.My core competencies include facilitating trades, managing money movement, handling general service requests, and developing investment strategies that align with clients' financial goals. I support an advisor in managing 180+ households and $2B assets under management (AUM), enrolling new clients, scheduling reviews, crafting financial plans, and overseeing practice management tasks. I also act as a liaison between clients and wealth advisor, uncovering crucial elements for successful goal-oriented investing in areas such as retirement planning, estate planning, active trading, and tax optimization. I am passionate about providing exceptional customer service, building long-term relationships, and staying updated on the latest market trends and opportunities.
Listed skills include Leadership, Strategic Planning, Team Leadership, Microsoft Word, and 15 others.
Current workplace
Shayan Peerwani's current company
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7 roles
Shayan Peerwani work experience
A career timeline built from the work history available for this profile.
Associate-Schwab Wealth Advisory, Inc.
- Delivered high quality service to clients with assets over $1 million to $5 million, including facilitating trades recommended by wealth advisors, managing money movement, and handling general service requests.
- Acted as a liaison between clients and wealth advisors, uncovering crucial elements for successful goal-oriented investing in areas such as retirement planning, estate planning, active trading, and tax optimization.
- Supported advisors in managing 200+ households and $750M assets under management (AUM). Enrolled new clients, scheduled reviews, crafted financial plans, and oversaw practice management tasks
May 2022 - Mar 2024
Client Relationship Specialist
- Engaged with 30 branch clients daily through outbound calls to identify needs and growth opportunities, resulting in 15% increase in sales and customer satisfaction
- Ensured strict compliance with applicable deadlines to complete 80 operational requests and sales material for financial consultants per month, resulting increase in efficiency
- Improved operational efficiency by analyzing internal policies and interacting with business partners resulting in a positive client experience
May 2020 - May 2022
Sr. Customer Advocate
- Provided guidance with asset consolidation and retention through different resources and directing to the appropriate business partners
- Educated participants with their pension plan, tax deferred annuities and available investment options to reach retirement goals
- Analyzed participants’ concerns regarding distributions and developed solutions to ensure completion
Aug 2018 - Mar 2020
Financial Consultant
Aug 2018 - Aug 2019
Relationship Specialist
- Serviced registered investment advisors with up to $200 million assets under management with tax reporting, transferring assets, and account maintenance for client accounts
- Educated advisors on policies and procedures for best practices and handling the online advisor platform
- Researched solutions through different resources to provide accurate information in a timely manner
Feb 2018 - Jun 2018
Client Service Representative Ii
- Evaluated and researched yield rates against other banks for monthly reports, resulting in a 4% deposit growth from previous quarters
- Consulted and explained different bank products and services to ensure clarity for 25 customers on average per day
- Assisted customers in lobby, drive-through and over the phone for completing and verifying transactions
Sep 2014 - Feb 2018
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts →
SM
Shane Mccreery
Colleague at Charles Schwab
Akron, Ohio, United States, United States
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CD
Chris Dziak
Colleague at Charles Schwab
North Royalton, Ohio, United States, United States
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IS
Ikram Shah
Colleague at Charles Schwab
Dallas-Fort Worth Metroplex, United States, United States
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AC
Adrian Cheang
Colleague at Charles Schwab
Denver Metropolitan Area, United States
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SL
Sean L.
Colleague at Charles Schwab
Denver Metropolitan Area, United States
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MS
Madison Spires
Colleague at Charles Schwab
West Columbia, South Carolina, United States, United States
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PT
Penny Taylor
Colleague at Charles Schwab
Arlington, Texas, United States, United States
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JC
Jack C.
Colleague at Charles Schwab
San Francisco Bay Area, United States
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MR
Mike Ruplinger, Cfp®
Colleague at Charles Schwab
Grand Rapids Metropolitan Area, United States
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RD
Royal Dias
Colleague at Charles Schwab
Dallas, Texas, United States, United States
View →
Shane Mccreery
Colleague at Charles Schwab
Akron, Ohio, United States, United States
View →
CD
Chris Dziak
Colleague at Charles Schwab
North Royalton, Ohio, United States, United States
View →
IS
Ikram Shah
Colleague at Charles Schwab
Dallas-Fort Worth Metroplex, United States, United States
View →
AC
Adrian Cheang
Colleague at Charles Schwab
Denver Metropolitan Area, United States
View →
SL
Sean L.
Colleague at Charles Schwab
Denver Metropolitan Area, United States
View →
MS
Madison Spires
Colleague at Charles Schwab
West Columbia, South Carolina, United States, United States
View →
PT
Penny Taylor
Colleague at Charles Schwab
Arlington, Texas, United States, United States
View →
JC
Jack C.
Colleague at Charles Schwab
San Francisco Bay Area, United States
View →
MR
Mike Ruplinger, Cfp®
Colleague at Charles Schwab
Grand Rapids Metropolitan Area, United States
View →
RD
Royal Dias
Colleague at Charles Schwab
Dallas, Texas, United States, United States
View →
1 education record
Shayan Peerwani education
-
The University Of Texas At Dallas
FAQ
Frequently asked questions about Shayan Peerwani
Quick answers generated from the profile data available on this page.
What company does Shayan Peerwani work for?
Shayan Peerwani works for Charles Schwab.
What is Shayan Peerwani's role at Charles Schwab?
Shayan Peerwani is listed as Associate Wealth Advisor at Schwab Wealth Advisory, Inc. at Charles Schwab.
What is Shayan Peerwani's email address?
AeroLeads has found 1 work email signal at @schwab.com for Shayan Peerwani at Charles Schwab.
What is Shayan Peerwani's phone number?
AeroLeads has found 1 phone signal(s) with area code 800 for Shayan Peerwani at Charles Schwab.
Where is Shayan Peerwani based?
Shayan Peerwani is based in Dallas-Fort Worth Metroplex, United States, United States while working with Charles Schwab.
What companies has Shayan Peerwani worked for?
Shayan Peerwani has worked for Charles Schwab, Tiaa, and Bank Of The Ozarks.
Who are Shayan Peerwani's colleagues at Charles Schwab?
Shayan Peerwani's colleagues at Charles Schwab include Shane Mccreery, Chris Dziak, Ikram Shah, Adrian Cheang, and Sean L..
How can I contact Shayan Peerwani?
You can use AeroLeads to view verified contact signals for Shayan Peerwani at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Shayan Peerwani attend?
Shayan Peerwani holds Bachelor Of Science (B.S.), Accounting from The University Of Texas At Dallas.
What skills is Shayan Peerwani known for?
Shayan Peerwani is listed with skills including Leadership, Strategic Planning, Team Leadership, Microsoft Word, Microsoft Excel, Time Management, Microsoft Office, and Management.
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