Shachee Gandhi

Shachee Gandhi

Financial Consultant, Vice President at Charles Schwab | Seattle, Washington, United States

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Work Experience

Charles Schwab

Financial Consultant, Vice President

2021-05-01 — Present

Bank of America Merrill Lynch

Assistant Vice President Financial Solution Advisor II

2021-02-01 — 2021-04-01

TD Ameritrade

Financial Consultant

2018-10-01 — 2021-01-01

Bank of America Merrill Lynch

Financial Advisor Trainee

2017-08-01 — 2018-03-01

Raymond James Financial Services, Inc.

Client Services Manager

2011-08-01 — 2017-07-01

SMITH BARNEY

Training Specialist

2007-04-01 — 2008-03-01

SMITH BARNEY

Senior Sales Liaison

2005-10-01 — 2007-03-01

SMITH BARNEY

Consulting Group Analyst

2002-04-01 — 2002-10-01

SMITH BARNEY

Senior Sales Liaison

1999-08-01 — 2002-03-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services

Languages

English