Brian Roland
Manager, Srm Wealth Management Services at Schwab Advisor Services
Based in Dallas-Fort Worth, United States
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Seniority
Manager
Department
General Business & Management
Location
Dallas-Fort Worth
Industry
Financial Services
Company size
299
Contact information
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b•••••••@advisorservices.schwab.com
Phone
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Background
About Brian Roland
As a Senior Relationship Manager at Charles Schwab, I partner with registered investment advisors (RIAs) to help them grow their businesses, enhance their client experience, and leverage the resources and solutions of Schwab. I have over 12 years of experience in the financial services industry, working with diverse and complex client segments, including high-net-worth individuals, family offices, and institutions. I bring a strong skill set in relationship management, business development, client retention, and communication, as well as a deep understanding of the RIA market and the challenges and opportunities it faces. I am passionate about supporting RIAs in achieving their goals and delivering value to their clients, and I am always looking for new ways to improve and innovate. I enjoy working with a talented and collaborative team at Charles Schwab, and I share their mission of empowering investors and transforming lives.
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