Luis Arellano
Collaborating with companies to put people first at Schwab Workplace Services
- Role
- Director, Relationship Management at Charles Schwab
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Luis Arellano
As a trusted resource for employers, I help them reach their retirement plan goals. My…
Experience
Director, Relationship Management
Mar 2022 — Present · Cleveland, OH, US
At Schwab Workplace Services, my team and I support plan sponsors and their consultants, helping them build a plan that fits their company and their employees. With the plan features we offer, our clients gain a competitive advantage that helps them attract and maintain a talented workforce. As relationship management professionals, we’re passionate about supporting our Retirement Plan Services clients. We act as a part of their team to help them seize opportunities and navigate challenges with their workplace benefits. By getting to know their needs inside and out, we help them see the big picture. And we’re just as dedicated to their employees, connecting them to the easy-to-use tools and personal support they need to work toward their goals with confidence. I can help you build the right retirement plan for your company. To learn more, please contact me at l••••••••@schwab.com or 33••••••06, or reach out to me via InMail.
Education
University of Illinois Chicago
Bachelor's Degree, Criminal Justice/Political Science
1991 — 1995
Skills
- Financial Services
- Retirement
- Series 63
- Series 7
- Mutual Funds
- Investments
- 401k
- Retirement Planning
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