Sam Ghazaleh
- Role
- Strategy and Transformation - Contact Centers and Client Services at Charles Schwab
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Sam Ghazaleh
Customer Service and Sales Executive and former Air Force Officer with extensive…
Experience
Strategy and Transformation - Contact Centers and Client Services
Jan 2021 — Present
Education
The Wharton School
MBA
Duke University
BSE, Electrical Engineering
Skills
- Team Leadership
- Securities
- Strategic Planning
- 401k
- Analysis
- Digital Strategy
- Strategy
- Investments
- Mergers & Acquisitions
- Financial Planning
- Portfolio Management
- Product Management
- Digital Transformation
- Series 63
- Financial Services
- Executive Management
- Risk Management
- Mutual Funds
- Strategic Financial Planning
- Retirement Planning
- Sales
- Relationship Management
- Project Planning
- Private Equity
- Retirement
- Wealth Management
- Sales Management
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