Darryl C. C.
Wealth Management Professional
- Role
- Director, Wealth & Asset Management Solutions at Charles Schwab
- Location
- Palo Alto, CA, US
- LinkedIn followers
- 500 followers
About Darryl C. C.
Client-centric, consultative approach to wealth and asset management sales and education. Excel at client advocacy and rapport-building. Excited by new organizational initiatives in supportive corporate cultures. Highly effective as a change agent. Energized when collaborating and building business with passionate colleagues.
Experience
Director, Wealth & Asset Management Solutions
Aug 2023 — Present · Palo Alto, CA, US
Educate individual investors on Schwab Wealth Advisory, the firm’s core wealth management solution, in partnership with my Financial Consultant and Wealth Advisor colleagues.
Education
Princeton University
AB, Sociology
1984 — 1988
The Wharton School
MBA, Finance
1992 — 1994
Skills
- Alternative Investments
- New Business Development
- Investments
- Separately Managed Accounts
- Mutual Funds
- Relationship Management
- Product Marketing
- Sales Management
- Corporate Social Responsibility
- Asset Allocation
- Strategy
- Portfolio Management
- Investment Management
- Financial Services
- Fixed Income
- Equities
- Business Development
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