Gene Engholm
Vice President Financial Consultant at Charles Schwab
- Role
- Vice President Financial Consultant at Charles Schwab
- Location
- Manchester, NH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Gene Engholm
Dynamic leader consistently demonstrating professional excellence. Diverse financial management experience in multiple call centers and branch environments. Success in leading 30% plus year over year growth within the managed account space. Ability to lead from the front within an agile type changing environment.
Experience
Vice President Financial Consultant
Oct 2020 — Present
Education
Palm Beach State College
AS
Skills
- Financial Services
- Management
- Account Management
- Branch Management with Charles Schwab
- Mutual Funds
- Trading
- Leadership
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