Neshat Rowhani
Portfolio Implementation Specialist at Vanguard | Scottsdale, Arizona, United States
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Portfolio Implementation Specialist at Vanguard in November 2023 to December 2024
Registed Financial Consultant -Remote AZ at TIAA in August 2022 to September 2023
Specialist Trade Away Services- Series 7,63 at Charles Schwab in May 2021 to December 2021
Registered Financial Rep at Merrill Lynch in April 2020 to May 2021
Equity Trader at Self employed- Neshat Rowhani in January 2017 to April 2020
Financial Planning Assistant at Ameriprise Financial Services, Inc. in May 2014 to December 2016
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University of Wisconsin-Milwaukee, Bachelor of Science (BS), August 1988 to August 1993
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Creative Problem Solving
FinCEN
Documentation
Anti-Money Laundering
Problem Solving
Team-focused
Financial Background
Customer Experience
Client Relations
Portfolio Performance Analysis
Investment Portfolios
Time Management
Uniform Combined State Law
Oral Communication
FINRA
Communication
Attention to Detail
Equity Research
Financial Reporting
Retirement Planning
Financial Advisory
401(k) Rollovers
Microsoft Outlook
Securities
Mutual Funds
Research
Series 63
Retirement
Equities
Investments
Wealth Management
IRAs
Bloomberg
Series 7
Customer Service
Training
Trading
Margin
Account Reconciliation
System Testing
REIT
Insurance
Morningstar
Thompson One
Meeting Planning
Portfolio Management
Asset Management
Financial Services
Financial Planning
Investment Advisory
ETFs
401(k) Retirement Savings Plans
Financial Goals
Investment Management
equities
Customer Relationship Management (CRM)
Helping Clients
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Discover more about VanguardWhat is Neshat Rowhani email address?
Email Neshat Rowhani at [email protected] and [email protected]. This email is the most updated Neshat Rowhani's email found in 2026.
What is Neshat Rowhani phone number?
Neshat Rowhani phone number is 8583377803 and 7027329511.
How to contact Neshat Rowhani?
To contact Neshat Rowhani send an email to [email protected] or [email protected]. If you want to call Neshat Rowhani try calling on 8583377803 and 7027329511. (updated on September 07, 2024)
What company does Neshat Rowhani work for?
Neshat Rowhani works for Vanguard
What is Neshat Rowhani's role at Vanguard?
Neshat Rowhani is Portfolio Implementation Specialist
What industry does Neshat Rowhani work in?
Neshat Rowhani works in the Financial Services industry.
Neshat Rowhani Email Addresses
Neshat Rowhani Phone Numbers
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