Behzad Mansouri in

Behzad Mansouri

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Division Executive at Charles Schwab
📍 New York, New York, United States

Behzad Mansouri is a senior financial services executive at Charles Schwab, specializing in the institutional and private wealth management markets. His career includes managing fixed-income divisions that generated over $100 million in annual revenue. He holds an M. A. from Columbia University and completed Harvard Business Schools Advanced Management Program.

Outside of his executive role, Behzad is involved in philanthropic causes, such as supporting the Michael Ann & Saquon Barkley Hope Foundation. He also shows a keen interest in cultural events, including those celebrating the global wine industry and strengthening Franco-American relations.

Unique fact: He launched the first electronic trading platform for swaps for clients during his time at Credit Agricole CIB.

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Experience
13 Years
Current Role
Division Executive
Location
New York, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Behzad cares about

Wealth Management
His current executive role at Charles Schwab is focused on driving growth in the Ultra High Net Worth (UHNW) client segment.
Fixed-Income Markets
Previously managed multiple institutional fixed-income departments covering rates, credit, emerging markets, and municipal debt at Oppenheimer & Co. Inc.
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Career

Work history

10-2024
Division Executive
Charles Schwab
6-2024
Board Member
Decahydron
10-2023
Global Advisory Board
MoreThan Capital
1-2014 - 10-2023
Managing Director, Head of Institutional Fixed Income Services
Oppenheimer & Co. Inc.
1-2012 - 6-2013
Director
Credit Agricole CIB
In the press

Media appearances

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Education
8-2021 - 2-2022
Advanced Management Program
Harvard Business School
2008 - 2010
Master of Arts (M.A.)
Columbia University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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