Kaseem Wisdom
- Role
- Vice President - Financial Consultant at Charles Schwab
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Kaseem Wisdom
As Vice President, Financial Consultant of Charles Schwab Rancho Bernardo, I provide…
Experience
Vice President - Financial Consultant
Apr 2021 — Present
Trusted Advisor - specializing in working alongside ultra-high-net-worth clients within complex financial transactions. My goals are to build genuine relationships, encourage trust, and deepening the client experience by utilizing a focused communication strategy, and exceeding all client objectives and expectations. Managing a successful practice of over $900MM.
Skills
- Mutual Funds
- Research
- Client Retention
- Analytical Skills
- Business Networking
- Risk Management
- Microsoft Excel
- Critical Thinking
- Interpersonal Skills
- Customer Satisfaction
- Retail Banking
- Sales
- Microsoft Office
- Strategic Leadership
- Financial Analysis
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