Alvin Sehkar
Senior Associate, High Net Worth Client Case Representative | Personal Investor-S&OE Department
- Role
- Senior Associate, High Net Worth Client Case Representative Personal Investor-s & Oe Department at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Alvin Sehkar
A Financial Service professional with substantial experience in providing investment banking, financial management, operations, and sales support within the financial services industry with history of supporting multi-million-dollar transactions. Founder and CEO of The BKS Foundation, a non-profit organization committed to empowering the underprivileged and disadvantaged through education in Liberia, West Africa.Capital Group 2016 CapitalSpeaks award recipient. Charles Schwab 2019 Outstanding Community Service Award winner.
Experience
Senior Associate, High Net Worth Client Case Representative Personal Investor-s & Oe Department
Nov 2025 — Present · Charlotte, NC, US
Resolve complex, high-impact cases for high-net-worth clients, ensuring accuracy, urgency, and a premium client experience•Partner with operations, compliance, and advisory teams to drive seamless solutions across multi-step service and account issues•Apply advanced regulatory and investment knowledge (Series 7 & 63/65) to support sophisticated client needs•Identify trends and recommend process improvements that strengthen service efficiency and operational excellence•Support team performance by sharing expertise, collaborating on workflow initiatives, and contributing to a culture of continuous improvement•Building toward advisory and leadership pathways through advanced financial education and progression toward the CFP® designation
Education
Anderson University
Master of Business Administration (MBA), Business Adminstration
2011 — 2013
Kentucky Wesleyan College
Bachelor of Science (BSc), Business/Managerial Economics
2004 — 2008
Skills
- Customer Service
- Continuous Improvement
- Team Leadership
- Networking
- Team Building
- Leadership
- Supervisory Skills
- Process Improvement
- Human Resources
- Teamwork
- Healthcare
- Training
- Coaching
- Event Planning
- Research
- Microsoft Word
- Strategic Planning
- Public Speaking
- Sales
- Management
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