team lead manager advisor services custody & trading at charles schwab@ Schwab Advisor Services
Dallas, Texas, United States
Kathleen McElwain
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Tell me more about Kathleen McElwain?
FlashIntel GPTKathleen McElwain is a professional with 5 years of experience in the financial services industry. She has worked as a Relationship Manager at TD Ameritrade Institutional in Jersey City, New Jersey, and as a Team Lead Manager at Schwab Advisor Services in San Francisco. Kathleen has expertise in customer service and legal departments, and has worked with institutional investors, independent registered investment advisors, and broker-dealers. Her experience spans across different countries, including the United States, California, and California.
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Emails and Phone Numbers
Work Experience
team lead manager advisor services custody & trading at charles schwab
Financial Services
Kathleen McElwain's Professional Milestones
- Relationship Manager (2018-11-01~): Building strong relationships with clientele, resulting in increased customer satisfaction and retention rates.
- team lead manager advisor services custody & trading at charles schwab: Streamlined operations and enhanced team efficiency, resulting in higher productivity and cost savings.
Certification
Colleagues
Bart Crowder
Vice President | Sales & Relationship Management | Retirement Business Services
Ron Baakkonen
vp risk analytics
Elaine Smith
Vice President Financial Consultant
James Egan
Senior Vice President | Corporate Controller
Laura Kohn
Vice President Of Strategy
Other Named Kathleen McElwain
Frequently asked questions
We found 3 Kathleen McElwain's email addresses
We found 2 Kathleen McElwain's phone numbers
Kathleen McElwain's social media include: Linkedin,
Kathleen McElwain works for Schwab Advisor Services
Kathleen McElwain's role in Schwab Advisor Services is team lead manager advisor services custody & trading at charles schwab
Kathleen McElwain works in the industry of Financial Services
Kathleen McElwain's colleagues are Bart Crowder,Ron Baakkonen,Elaine Smith
Kathleen McElwain's latest job experience is team lead manager advisor services custody & trading at charles schwab at Schwab Advisor Services
