Terrance Hayes
Sr Manager - Associate Wealth Advisor @Charles Schwab
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WORK HISTORY
Sr Manager - Associate Wealth Advisor @Charles Schwab
Lone Tree, CO, US
EDUCATION
Norfolk State University
Bachelor's degree, Business Administration and Management, General
Harvard Business School Online
Alternative Investments
ABOUT TERRANCE HAYES
Terrance currently works as a Financial Consultant at Charles Schwab & Co. He primarily works with clients both in person and by phone to develop new and existing client relationships, generally using a planning-based approach to understand a client\'s needs and objectives. He provides education and recommendations to help clients select products—including investments, banking, and insurance—that meet client objectives. He has nearly a decade of experience in leadership, problem solving, and project management as well as a formal education in business management, financial/securities advisement, and alternative investments. Although he has many skills, he is passionate about helping others and has devoted his life to service and excellence. Terrance aspires to be in the UHNW space and be a thought leader in the industry of financial services.
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