Associate Financial Consultant @ (May 2020 - February 2021)
Financial Consultant Partner @ (February 2018 - May 2020)
Client Relationship Specialist @ (November 2016 - November 2018)
Trading Specialist @ (April 2015 - November 2016)
Usama Khan Education
The University of Texas at Austin
Bachelors Degree (Mathematics)
2010-2014
Usama Khan Skills
Asset Allocation
Investments
College Planning
Mutual Funds
401K Rollovers
Titling and Beneficiary Designations
Small Business Retirement Plans
Usama Khan Summary
Usama Khan, based in Houston, TX, US, is currently a VP - Financial Consultant at Charles Schwab. Usama Khan brings experience from previous roles at Charles Schwab. Usama Khan holds a 2010 - 2014 Bachelors Degree in Mathematics @ The University of Texas at Austin. With a robust skill set that includes Asset Allocation, Investments, College Planning, Mutual Funds, 401K Rollovers and more. Usama Khan has 5 emails and 1 mobile phone numbers on RocketReach.
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