Luis Arellano Email & Phone Number
Director - Relationship Management (Mega Market), Practice Lead @ Charles Schwab
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Luis Arellano Location
- Cleveland, OH, US
Luis Arellano Work
- 2022 -now Director - Relationship Management (Mega Market), Practice Lead @
- 2013 -2022 Vice President, Sales and Consultant Relations; Western Region Manager @
- 2002 -2012 Senior Manager, Conversions @
- 1999 -2002 Senior Client Relationship Manager @ RSM McGladrey
- 1998 -1999 Client Relationship Manager @ The Weiss Group
- 1997 -1998 Client Services Manager @ The Chicago Trust Company, A Wintrust Wealth Management Company
- 1987 -1990 Petty Officer Third Class @
Luis Arellano Education
- University of Illinois at Chicago
Bachelor's Degree (Bachelor's Degree, Criminal Justice/Political Science)
1991-1995 - University of Illinois Chicago
Luis Arellano Skills
- Pricing Negotiations
- Presentations
- Negotiation
- Hold Series 7
- 63 Licenses
- Team Management
- Plan Design
- PEP
- Onboarding
- Market Knowledge
- Executive Visibility
- Drive Change
- Customer Experience
- Communication
- Strategic Services
- Regulatory Requirements
- Problem Solving
- Licensing
- FINRA
- Customer Satisfaction
- Customer Retention
- Series 7
- Series 63
- 401k
- Retirement Planning
- Financial Services
- Retirement
- Investments
- Mutual Funds
Luis Arellano Summary
- Luis Arellano, based in Cleveland, OH, US, is currently a Director - Relationship Management (Mega Market), Practice Lead at Charles Schwab. Luis Arellano brings experience from previous roles at Schwab Retirement Plan Services, RSM McGladrey and The Weiss Group. Luis Arellano holds a 1991 - 1995 Bachelor's Degree in Bachelor's Degree, Criminal Justice/Political Science @ University of Illinois at Chicago. With a robust skill set that includes Pricing Negotiations, Presentations, Negotiation, Hold Series 7, 63 Licenses and more. Luis Arellano has 6 emails and 7 mobile phone numbers on RocketReach.
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