Tariq Shaikh

Tariq Shaikh is an experienced financial services professional with a robust background in client management and investment consulting. Currently serving as a Client Services Manager at Shareworks by Morgan Stanley since November 2019, Tariq has previously held various positions at Charles Schwab, including Investment Consultant and Associate Investment Consultant, from August 2011 to September 2019. Responsibilities included providing tailored investment and retirement solutions and fostering strong client relationships. Prior experience includes roles at PLS Financial Services as a Customer Service Representative, and internships at MPS Capital Advisors and the Investment Banking Institute, where Tariq developed expertise in market research, financial analysis, and valuation methodologies. Tariq holds an MBA in Accounting from Western International University and a BS in Finance from the University of Illinois Chicago.