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Ammar Mandhai

Senior Wealth Strategist at Charles Schwab

Ammar M. Mandhai is a Senior Wealth Strategist at Charles Schwab, based in the Los Angeles Metropolitan Area.1 He is an experienced professional in the legal and financial industry, with expertise in wealth management, taxation, fiduciary advisory, and international tax.

Education and Qualifications

Mandhai holds impressive academic credentials:

  • Master of Laws (LL.M.) in Taxation from Boston University School of Law
  • Doctor of Law (JD) from Chapman University Fowler School of Law
  • Bachelor of Arts (BA) in English Language and Literature from California State University-Fullerton

Professional Experience

Throughout his career, Mandhai has held several key positions:

  • Current role: Director - Tax, Trust & Estate at Charles Schwab13
  • Executive Director at Dominion
  • Vice President - Trust Advisor at City National Bank
  • Vice President - Fiduciary Advisory Specialist at Wells Fargo
  • International tax roles at KPMG and PwC
  • Associate Attorney at Koeller, Nebeker, Carlson & Haluck and Bremer Whyte Brown & O'Meara

Additional Information

  • California State Bar License Number: 268777 (Active status)
  • Office Address: Charles Schwab, 33 Pamela Way, Trabuco Cyn, CA 92679-5145
  • Phone: 213-253-43052

Mandhai's diverse background and extensive experience in both legal and financial sectors make him a valuable asset in his role as a Senior Wealth Strategist at Charles Schwab.

Highlights

Jan 15 · apps.calbar.ca.gov
Ammar Majeed Mandhai # 268777 - Attorney Licensee Search

Related Questions

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How has Ammar M. Mandhai's experience at Charles Schwab influenced his approach to wealth strategy?
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How does Ammar M. Mandhai's background in law contribute to his role at Charles Schwab?
What are the key differences between Ammar M. Mandhai's roles at Charles Schwab and his previous positions?
Ammar Mandhai
Ammar Mandhai, photo 1
Ammar Mandhai, photo 2
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Location

Los Angeles Metropolitan Area