Matthew Taheri
- Role
- VP - Financial Consultant at Charles Schwab
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Matthew Taheri
A Wealth Manager with 28 years of experience working with High Net Worth clients. Guiding…
Experience
VP - Financial Consultant
Sep 2021 — Present
Skills
- Series 7
- Mortgage Lending
- Finance
- Credit
- New Business Development
- Strategic Financial Planning
- High Net Worth Individuals
- Banking
- Management
- Financial Planning
- Loans
- Customer Service
- Portfolio Management
- Financial Analysis
- Cross-Functional Team Leadership
- Business Strategy
- Insurance
- Teaching
- Team Building
- Private Banking
- Leadership
- Wealth Management
- Entrepreneurship
- Small Business Lending
- Coaching
- Strategic Partnerships
- Investments
- Higher Education
- Cross Selling
- Mortgage Banking
- Fixed Annuities
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