Relationship Manager @ (March 2024 - December 2025)
Account Manager @ (February 2023 - March 2024)
VP, Financial Consultant @ (August 2021 - February 2023)
Investment Counselor @ (September 2020 - August 2021)
Investment Consultant @ (July 2016 - September 2020)
Imran Uddin Education
Texas State University - San Marcos
(Bachelor's Degree, Finance)
Imran Uddin Skills
Leadership
Accounting
Hotel Booking
Account Management
Cost Accounting
Sales
Event Planning
Finance
Financial Accounting
Direct Sales
Microsoft Office
Microsoft Word
Microsoft Excel
Time Management
Customer Service
Financial Analysis
Hotel Management
Management
Personal Finance
Financial Reporting
Inventory Management
Imran Uddin Summary
Imran Uddin, based in Texas, United States, is currently a Senior Manager, Advisor Services UHNW at Schwab Advisor Services. Imran Uddin brings experience from previous roles at Schwab Advisor Services, Charles Schwab and Fisher Investments. Imran Uddin holds a Texas State University - San Marcos. With a robust skill set that includes Leadership, Accounting, Hotel Booking, Account Management, Cost Accounting and more. Imran Uddin has 2 emails and 1 mobile phone numbers on RocketReach.
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