Behzad Mansouri
Division Executive @Charles Schwab
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WORK HISTORY
Division Executive @Charles Schwab
New York, NY, US
Schwab Private Wealth Services (SWPS) is one of the world’s leading Ultra High Net Worth financial services providers, where I now help drive the firm’s growth in the top-tier segment of the UHNW vertical in a newly created role. Responsibilities include key client acquisition, team coordination and leadership in business and platform development.
EDUCATION
Harvard Business School
Advanced Management Program, Leadership, Strategy
Columbia University
Bachelor of Arts (B.A.), Econ/Math
Columbia University
Master of Arts (M.A.), Mathematical Finance
SKILLS
ABOUT BEHZAD MANSOURI
Senior financial services executive in the institutional and private wealth management…
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