Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brian Frew

Colorado Springs

Summary

Accomplished VP, Sr. Financial Consultant at Charles Schwab & Co., Inc. I spearheaded a $900 million advisory practice and a pioneered youth focused financial literacy program. Renowned for exceptional relationship building and critical thinking. I consistently exceeded client expectations, leveraging interpersonal communication to foster trust and loyalty. My leadership in wealth management and client education underscores a commitment to excellence and innovation.

Overview

14
14
years of professional experience

Work History

VP, Sr. Financial Consultant

Charles Schwab & Co., Inc.
08.2014 - 08.2017
  • Promoted from Investment Specialist to Sr. Financial Consultant role.


  • Piloted and help create financial literacy program with Charles Schwab and Berkeley High School.


  • Local Schwab representative working with UC Berkeley Haas Business School graduate program.


  • Developed and managed $900 mill. advisory practice.

VP, Sr. Financial Consultant

Charles Schwab & Co., Inc.
04.2003 - 08.2017
  • Managed wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.


  • Built strong relationships, engaged and encouraged trust, and deepened the client relationship by applying a focused client communication strategy, with goal of exceeding client expectations.


  • Showed passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.


  • Demonstrated ability to adapt and implement change as the market and business conditions evolved.


  • Built and managed book in excess of $800 mill.



Investment Specialist

Charles Schwab & Co., Inc.
04.2003 - 08.2014
  • Held meetings with customers to review and update accounts.
  • Advised clients on tax-efficient investing strategies to optimize their overall wealth management plan.
  • Mentored junior staff members by sharing insights into best practices for managing client relationships and navigating complex financial markets.
  • Developed strong relationships with clients, ensuring trust and loyalty through consistent communication and personalized service.
  • Part of first team of proactive financial sales professionals hired to grow and maintain company's client base through financial advising and product placement.

Education

Associate of Arts - Political Science

American River College
Sacramento, CA

Skills

  • Team leadership
  • Relationship building
  • Decision-making
  • Critical thinking
  • Interpersonal Communication
  • Rapport Building
  • High EQ

Timeline

VP, Sr. Financial Consultant

Charles Schwab & Co., Inc.
08.2014 - 08.2017

VP, Sr. Financial Consultant

Charles Schwab & Co., Inc.
04.2003 - 08.2017

Investment Specialist

Charles Schwab & Co., Inc.
04.2003 - 08.2014

Associate of Arts - Political Science

American River College

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Brian Frew