Henry Guo
- Role
- Wfs Strategy at Charles Schwab
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Henry Guo
Driven financial services professional with a background in business strategy, industry research, and competitor deep dive analysis. Business Strategist with leadership, communications, and interpersonal skills building corporate client relationships, engagement, and community at Charles Schwab. Collaborated in positioning key strategy initiatives; has successfully taken efforts from proof of concept development to full-scale implementation.
Experience
Wfs Strategy
Jan 2021 — Present · New York, NY, US
Execute cross-enterprise and business unit strategy consulting projects for Workplace Financial Service enterprise with a focus on growth strategy. Developing strategic initiatives for B2B & B2C sales opportunities in Stock Plan Services, Compliance Solutions, and Retirement Plan Services within Workplace Financial Services.
Education
Fairfield University
Bachelor’s Degree
2013 — 2017
Amity Regional High School
GPA: 3.75
2009 — 2013
Skills
- Customer Service
- Microsoft Word
- Investments
- Teamwork
- Research
- Equity Derivatives
- Management
- Powerpoint
- Microsoft Excel
- Event Planning
- Investment Management
- Social Media
- Leadership
- Time Management
- Sales
- Public Speaking
- Portfolio Management
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