Nikhad Teyyubzade

Performed risk, fraud, and credit reviews of retail and institutional orders. Ensure orders comply with all regulatory and company trading policies. Ensured customer orders are executed quickly, efficiently, and accurately, while protecting clients and the firm from excessive risk.

Manager, Trade Analyst, Risk - Charles Schwab - Remote

(2022-04 - 2025-07)

• Performed risk, fraud, and credit reviews of retail and institutional orders.
• Ensure orders comply with all regulatory and company trading policies.
• Ensured customer orders are executed quickly, efficiently, and accurately, while protecting clients and the firm from excessive risk.

Senior Relationship Manager - Charles Schwab - San Diego, CA

(2019-08 - 2022-04)

• Handled incoming advisor and client phone calls to provide operational expertise.
• Effectively analyzed situations, applied knowledge of relevant products and services to resolve matters.
• Educated advisors and clients on processes, services, and procedures of the company platforms.
• Communicated and listened to create lasting business relationships.

Financial Representative - Thrivent Financial - San Diego, CA

(2018-06 - 2019-05)

• Educated clients on various financial matters.
• Provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
• Maintained high standards of customer service by building relationships with clients.

Bachelor of Science - Business Administration - Financial Services - San Diego State University (2017)