Gene Engholm
Vice President Financial Consultant @Charles Schwab
Manchester, NH, US
EMAILS
g••••••••@schwab.com
MOBILE NUMBERS
+12•••••••02
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WORK HISTORY
Oct 2020 — Present
Vice President Financial Consultant @Charles Schwab
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EDUCATION
N/A
Palm Beach State College
AS
SKILLS
Financial ServicesManagementAccount ManagementBranch Management with Charles SchwabMutual FundsTradingLeadership
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.
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