Michael Mayne

Senior Manager - Alternative Investments Consultant

Role
Senior Manager - Alternative Investments Consultant at Charles Schwab
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Senior Manager - Alternative Investments Consultant

    Charles Schwab

    Dec 2024 — Present · Westlake, TX, US

    Leading engagements with advisors and clients to expand understanding of alternative investmentsEnhancing the investment acumen of financial professionals with education on alternative strategies and support for new and existing offeringsIncreasing visibility of the alternative investment platform by simplifying strategies and empowering client discussionsCollaborating with leadership and advisors to analyze client needs and deliver tailored recommendationsBuilding and refining Schwab’s alternative investments platform to expand capabilities and meet client demands

Education

  • The University of Texas at Dallas

    B.A., Economics

    2008 — 2010

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Michael Mayne — Senior Manager - Alternative Investments Consultant at Charles Schwab in Dallas, TX, US | Unifers