Ayan S Email & Phone Number
Vice President , Financial Consultant @ Charles Schwab
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Ayan S Location
- Scottsdale, AZ, US
Ayan S Work
- 2024 -now Vice President , Financial Consultant @
- 2022 -2024 Wealth Planning Associate for Desert Southwest Region @
- 2022 -2022 Associate Vice President - Institutional Client Consulting @
- 2022 -2022 Associate Vice President - Institutional Onboarding Program @
- 2020 -2022 Client Experience Rep (CXR)- Senior Registered Broker @
- 2019 -2020 Client Case Representative, Associate @
- 2019 -2020 Business Development Group - Account Transitions and Onboarding Specialist @
- 2016 -2019 Business Operations and Development Associate and (Non-Executive Director) @ Amaan Capital (Private) Limited
Ayan S Education
- University of California, Berkeley
Certificate Program in Personal Financial Planning
2023-2023 - University of Law
Common Practitoners Examination/Graduate Diploma in Law
2018-2018 - Arizona State University - W. P. Carey School of Business
Bachelor of Arts - BA (Business Law Club, Intramural Sports)
2010-2014 - American School of Dubai
High School Diploma (Varsity Basketball, Varsity Volleyball)
2007-2010
Ayan S Summary
- Ayan S, based in Scottsdale, AZ, US, is currently a Vice President , Financial Consultant at Charles Schwab. Ayan S brings experience from previous roles at RBC Wealth Management, Morgan Stanley and Robinhood. Ayan S holds a 2023 - 2023 Certificate Program in Personal Financial Planning @ University of California, Berkeley. Ayan S has 1 emails and 2 mobile phone numbers on RocketReach.
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