Brandon Bailey
Manager, Schwab Private Wealth Services
- Role
- Manager, Schwab Private Wealth Services at Charles Schwab
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Brandon Bailey
Schwab Private Wealth Service is a complimentary branded program for ultra-high net worth (UHNW) retail clients with $10M+ in qualifying household assets with SchwabThis program will deliver a private-wealth-level experience for Retail UHNW clients with Schwab Consultants, which includes Branch Financial Consultants, Wealth Consultants, and Independent Branch Leaders.In addition to premium branding and dedicated service, the SPWS experience also includes enhanced support, expedited requests, enhanced communication and case management, expanded products and fee discounts, as well as other benefits.
Experience
Manager, Schwab Private Wealth Services
Sep 2022 — Present · Omaha, NE, US
Education
University of Nebraska-Lincoln
Bachelors, Finance, Marketing
2001 — 2005
Bryant University
Financial Planning Certificate Program, Financial Planning and Services
2014 — 2016
Skills
- Solution Selling
- Sales Operations
- Customer Retention
- Customer Service
- Mobile Devices
- Customer Experience
- Contract Negotiation
- Selling
- Customer Satisfaction
- Management
- Retail
- B2b
- Account Management
- Direct Sales
- Sales Process
- Negotiation
- Sales Management
- Leadership
- Sales
- Cold Calling
- Wireless
- Telecommunications
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