Richard Soares Email & Phone Number
Director, Strategic Relationships | Workplace Financial Services at Charles Schwab @ Charles Schwab
Richard Soares's Location
Norwalk, CT, US
Richard Soares's Work
- Director, Strategic Relationships | Workplace Financial Services at Charles Schwab @ Charles Schwab
- Senior Relationship Manager | Workplace Financial Services @ Charles Schwab
- Business Development Officer | Compliance Solutions @ Charles Schwab
- Senior Relationship Manager | Compliance Solutions @ Charles Schwab
- Senior Relationship Manager @ Wells Fargo
- Project Manager - Consulting - Data Governance and Architecture @ Deutsche Bank
- Strategic Accounts - Consulting – LATAM @ Dell Technologies Australia and New Zealand
- Sales Team Leader – Data and Enterprise Solutions @ Bloomberg
- Account Manager – Data and Enterprise Solutions @ Bloomberg
- Account Manager @ Openlink Financial
Richard Soares's Education
- The University of Connecticut School of Business
MBA (Finance)
- The University of Connecticut
Bachelor of Sciences (Molecular and Cell Biology)
- Holy Cross High School
High School
Richard Soares's Skills
- Fixed Income
- Financial Markets
- Bloomberg
- CRM
- Equities
- Market Data
- Business Development
- Product Management
- Commodity
- Account Management
Richard Soares's Summary
Richard Soares, based in Norwalk, CT, US, is currently a Director, Strategic Relationships | Workplace Financial Services at Charles Schwab at Charles Schwab, bringing experience from previous roles at Charles Schwab and Wells Fargo. Richard Soares holds a MBA in Finance @ The University of Connecticut School of Business. With a robust skill set that includes Fixed Income, Financial Markets, Bloomberg, CRM, Equities and more, Richard Soares contributes valuable insights to the industry. Richard Soares has 5 emails on RocketReach.
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