Garrett Bianchi

Experience

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  River Pointe Country Club

  Jun 2009 - Mar 2019

  Manage and organize the operations of a 27-hole semi-private country club. Responsible for creating new, as well as maintaining current, ways of driving revenue through the facility. Identify key components where improvement can be found and strategically design and implement new approaches to rectify those areas. Golf associate included many different responsibilities and tasks at the golf course in preparation for becoming the Golf Professional.

  • Golf Professional

    Jun 2015 - Mar 2019

  • Golf Associate

    Jun 2009 - Jun 2015
• 

  Crooked Stick Golf Club

  Apr 2019 - Oct 2019

  Outside Services Supervisor

  • Facilitated exceptional customer service and a harmonious work atmosphere to improve member and employee satisfaction• Collaborated with fellow supervisors and the Golf Shop in order to ensure the completion of all necessary objectives• Conferred with tournament organizers to carry out their vision and to assure that all runs smoothly on the day of the event

• 

  Charles Schwab

  Sept 2019 - Dec 2022

  Assist high net worth clients with world-class account servicing ranging from market research, market education, placing trades, facilitating money movements, and account updates. Work closely with the branch network, financial consultants, and internal partners to carry out client requests and solve client-related issues. Educate clients about investments, trading tools, market mechanics, and retirement choices as well as provide excellent customer service through assisting clients with trades, opening new accounts, and other service related items.

  • Senior High Net Worth Specialist

    Dec 2020 - Dec 2022

  • Financial Services Professional

    Sept 2019 - Dec 2020
• 

  SCHWAB WEALTH INVESTMENT ADVISORY, INC.

  Dec 2022 - now

  Provide direct and ongoing support to a team of Wealth Advisors and their clients, leveraging client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. Utilize knowledge about the financial markets and wealth management planning to educate and implement strategies into client portfolios. Assist in complex trades. Utilize superior customer service skills and financial knowledge to assist client needs within Schwab Wealth Advisory offering. Partner with Wealth Advisors, Associate Wealth Advisors, Financial Consultants, and other colleagues to accomplish portfolio management tasks and needs as well as ongoing client circumstances

  • Associate Wealth Advisor

    Jan 2024 - now

  • Senior Specialist - Service Associate

    Dec 2022 - Jan 2024