Behzad Mansouri

Behzad Mansouri

Division Executive @Charles Schwab

New York, NY, US
EMAILS
b••••••••@schwab.com
MOBILE NUMBERS
+15•••••••01

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WORK HISTORY

Oct 2024 — Present

Division Executive @Charles Schwab

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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

N/A

Harvard Business School

Advanced Management Program, Leadership, Strategy

1994 — 1996

Columbia University

Bachelor of Arts (B.A.), Econ/Math

2008 — 2010

Columbia University

Master of Arts (M.A.), Mathematical Finance

SKILLS

Structured FinanceBloombergSwapsStructured ProductsAsset ManagementFixed IncomePortfolio ManagementFinancial MarketsInvestment BankingEquitiesCapital MarketsDerivativesEquity DerivativesInvestmentsInterest Rate DerivativesHedge Funds

ABOUT BEHZAD MANSOURI

Senior financial services executive in the institutional and private wealth management…

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