Tariq Shaikh Email and Phone Number
Tariq Shaikh work email
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Tariq Shaikh personal email
Tariq Shaikh is a AVP, Global Intelligence and Tax Mobility at Morgan Stanley. He possess expertise in aams, financial modeling, financial analysis, mutual funds, microsoft excel and 25 more skills.
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 94640
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Avp, Global Intelligence And Tax MobilityMorgan StanleyTempe, Az, Us
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Avp, Global Intelligence & Tax MobilityMorgan Stanley Jul 2024 - Present
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Client Services ManagerMorgan Stanley Nov 2019 - Present
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Investment Consultant, Portfolio Solutions Group At Charles SchwabCharles Schwab Mar 2017 - Sep 2019Phoenix, Arizona Area• Provided investment and retirement solutions through needs-based selling.• Developed and maintained individual client relationships to drive value for each customer by using emotional intelligence.• Met client investment objectives, analyzed and evaluated portfolios by recommending investment solutions aligned with clients’ risk tolerance, time frame, and financial situation.• Re-allocated clients’ portfolios to become efficient by aligning the expected return with the appropriate level of risk.• Delivered retirement income planning, social security, budgeting and education using Advice Suite and Foundational Plan.• Built and maintained solid network of referrals with sales, client service and support teams.• Organized team-building activities to share information/ideas while contributing suggestions for work improvement. • Conducted training and development plans for new hires. • Received World Class Service Award in 2016. -
Associate Investment ConsultantCharles Schwab Mar 2015 - Mar 2017Phoenix, Arizona• Conducted personal portfolio consultation by reviewing clients’ investment objectives, goals risk tolerance and time horizon.• Built and maintained solid network of referrals with sales and CS&S teams.• Addressed client concerns about the portfolio performance, strategy change and distribution requests.• Took ownership role by calling detractors and turning them into promoters. • Provided suggestions to improve PSG business model. • Visited Sales, Pinnacle and CS&S teams and presented PSG business model.• Managed inbound and outbound calls to support client issues in a timely manner.
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Active Trader RepresentativeCharles Schwab Aug 2011 - Mar 2015Phoenix, Arizona Area• Took 35 to 50 incoming calls at night on brokerage, Stock Plan Services, and Schwab Bank.• Resolved account-related issues such as online transfers, wire funds, check requests, bill pay and money link.• Placed equity, mutual funds, ETF’s CDs and option trades for small-to-high net worth clients with $10M or more. • Supported clients with 150 trades on StreetSmart trading platforms and customizing layouts.• Educated clients on technical and fundamental analysis to analyze stocks and ETFs.• Provided help and guidance on ESPP, RSU, RSA, and Qualified and Non-Qualified stock options. • Researched and discussed market conditions and different industries in the U.S., Europe and Asian markets.• Built client relationships and turned detractors into net promoters by providing Raven fans service. • Served as Subject Matter Expert on Trading, Stock Plan Services and Schwab Bank.• Clean U4 securities record.
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Customer Service RepresentativePls Financial Services Jul 2010 - Jul 2011• Issued Choice and Auto Title loans up to $4K.• Made approximately 75-100 outbound courtesy, past due, deposit and marketing calls and receive heavy inbound calls.• Provided innovative ideas to improve store performance such as promoting buddy business. • Accomplished store goals each month with teams to increase average fees and decrease deposit goals.•Collaborated with teams to improve collections rate from 50% to 98% and duration rate from 16% to 22%.•Increased store’s EBITDA with teams by 40% and customers’ accounts by 31% in 12 months’ period. -
Market Research InternMps Capital Advisors, Llc Aug 2009 - Nov 2009• Reviewed business plan for a private company and made recommendations.• Conducted market research and analyzed trends and seasonalities.• Performed competitive analysis to identify key differentiators. • Analyzed financial statements and investigated discrepancies’.• Researched bank fees and loan requirements for debt financing.• Working directly with senior management teams, board members and stakeholders throughout all phases of transaction advisory and execution.
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Research Assistant For A Book "Emerging Markets Investing For Dummies"Ann Logue-Freelance Writer Aug 2009 - Sep 2009Greater Chicago Area• Conducted research on emerging and frontier markets and their place in our economy.• Researched country bank regulations, intellectual property rights and court systems.• Weighed challenges, risks, and opportunities for return in emerging markets.• Investigated accounting and corporate governance abroad with transparency and fair valuation.• Explored investment opportunities for investors in European, Asian and Australian markets.
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TraineeInvesment Banking Institute Jun 2009 - Jul 2009• Completed a four-week intensive course on financial analysis, valuation methodologies and advanced financial modeling• Performed company valuations utilizing (i) comparable public company analysis, (ii) precedent transactions analysis and (iii) discounted cash flow (DCF) analysis• Built fully-integrated financial statements projection model, LBO model, accretion/dilution merger models, including ability to run operational and capital structure sensitivities within models and data tables for sensitivity analysis
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Stockbroker InternScottrade Financial Services Feb 2008 - Feb 2009• Developed client relationships and established new accounts with routine follow-up procedures.• Collaborated with stockbrokers on account maintenance, $500K value, for clients’ day trading and holding mutual fund accounts.• Memorized entire line of company products and services, including pricing and discounts. • Identified, executed and followed-up on opportunities to gather additional client assets. • Accomplished team goal by opening 200+ accounts in a month through effective sales skills and customer referrals.
Tariq Shaikh Skills
Tariq Shaikh Education Details
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Accounting -
Investment Banking Institute
Frequently Asked Questions about Tariq Shaikh
What company does Tariq Shaikh work for?
Tariq Shaikh works for Morgan Stanley
What is Tariq Shaikh's role at the current company?
Tariq Shaikh's current role is AVP, Global Intelligence and Tax Mobility.
What is Tariq Shaikh's email address?
Tariq Shaikh's email address is ts****@****uic.edu
What schools did Tariq Shaikh attend?
Tariq Shaikh attended Western International University, Investment Banking Institute, University Of Illinois At Chicago.
What skills is Tariq Shaikh known for?
Tariq Shaikh has skills like Aams, Financial Modeling, Financial Analysis, Mutual Funds, Microsoft Excel, Banking, Budgets, Investments, Financial Reporting, Powerpoint, Access, Finance.
Who are Tariq Shaikh's colleagues?
Tariq Shaikh's colleagues are Harsh Ajmera, Rory Handlin, Hari Krishna P, Jeff Howard, Nicholas Mastellone, Bobby Marlin, Eric Jacobs.
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