Rehman Karim Rashid is a qualified expert, who works in Charles Schwab main office of which is in 1096. as a Senior Team Manager - Finance Business Partner since 2014. This expert has earned professional experience in more than six positions at various companies. Rehman Karim Rashid went to the Carnegie Mellon University and got education. Pleasanton, California is the area, where the professional was known to be situated. This person's email address and phone number can be easily accessed through SoftwareOfficial by request.
Name variants:
Rehman Rashid
Last updated Jun 15, 2024
Contact Information
Last Update
Jul 8, 2022
Email
re**@gmail.com, re**@aol.com
Location
Pleasanton, CA
Company
Workplace
Senior Team Manager - Finance Business Partner
San Francisco, CA
Industry
Financial Services, Security Broker/Dealer
Colleagues
Work History
Senior Team Manager - Finance Business Partner
211 Main St, San Francisco, CA 94105
Senior Team Manager responsible for financial management and strategic planning of $100M+ Schwab business units. Support client-facing and internal stakeholders and lead deliverables around ...
Aug 2014 — May 2018
Lead - Finance, Strategy, and Operations
182 Howard St, San Francisco, CA 94105
Finance and Strategy professional at Rocket Lawyer, a late-stage, venture-backed startup that provides SaaS-based legal solutions to small businesses and individual consumers. Execute financ...
Aug 2013 — Aug 2014
Investment Banking Associate
Advised companies of various sizes on M&A strategy, industry trends and competitor analysis. Completed over a dozen significant debt, equity, and M&A-focused transactions.
2012 — 2013
Associate
55 east 52Nd St, New York, NY 10055
Partnered with portfolio managers to optimize portfolio performance, launch new exchange-traded products, and research new market opportunities. Conducted investment analysis of portfolio po...
2005 — 2010
Associate
5525 northwest Fisher Creek Dr, Camas, WA 98607
Associate for Fisher's Private Wealth Management division. Focus on custodian bank relationships and Client Services for Fisher's high net worth client base.
2003 — 2005
Education
Occupations
Executive
Director
Manager
Partner
IT Professional
Information Technology Specialist
Operations Manager
Chief Executive
IT Specialist
Skills
Microsoft Excel
Financial Modeling
Powerpoint
Valuation
Bloomberg
Investments
Financial Services
Portfolio Management
Investment Banking
Corporate Finance
Investment Strategies
Financial Analysis
Competitive Analysis
Securities
Finance
Mutual Funds
Equities
Asset Allocation
Analysis
Investment Management
Mergers and Acquisitions
Asset Management
Mergers
Hedge Funds
Ipo
Financial Markets
Financial Reporting
Capital Markets
Industry Analysis
Factset
Start Ups
Oracle
Sql
Erp
Salesforce.com
Business Strategy
Due Diligence
Strategy
Financial Forecasting