Tim Hawke
- Role
- Director, Relationship Management at Charles Schwab
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Experience
Director, Relationship Management
Mar 2012 — Present · Cleveland/Akron, OH, US
Serve as the primary point-of-contact and manage client relationships in the Retirement Services Market. Responsible for interpreting plan documents, providing plan specific consultation and analysis, and the overall support of daily administration and recordkeeping of Qualified and Non-Qualified Plans. Formed partnerships and collaborate with sales, marketing, and operations to deliver exceptional service to Corporate Retirement Clients.
Skills
- 401k
- Financial Analysis
- Equities
- Business Analysis
- Mutual Funds
- Retirement Planning
- Securities
- Wealth Management
- Retirement
- Microsoft Office
- Series 7
- Investments
- Asset Allocation
- Process Improvement
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