Reem Rawashdeh
Wealth Advisor | Helping Families Build Confidence Through Clarity & Long-Term Strategy
- Role
- Vice President, Investments at Raymond James
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Reem Rawashdeh
Clarity. Confidence. A Steady Hand in a Noisy World. That\'s the promise I bring to…
Experience
Vice President, Investments
Oct 2024 — Present · Omaha, NE, US
Provide personalized investment and wealth planning services for multigenerational families, executives and entrepreneurs.Emphasize risk management, estate coordination, and goals-based strategies.Lead client education sessions and build long-term planning frameworks that foster confidence across life\'s transitions.
Education
CFA Institute
Passed Level 3 of the CFA Program
2008
International Institute in Geneva
Bachelor’s Degree, Business Administration and Management, General
2004 — 2005
Chartered Market Technicians Association
Passed Level 3 of the CMT Program
2017
International Institute in Geneva
Master of Business Administration (M.B.A.)
2005 — 2006
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