Mutual Fund Operations Specialist@ Charles Schwab
Rowlett, Texas, United States
Scott Le
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FlashIntel GPTScott Le is a highly experienced professional with 14.3 years of work experience in various roles. He has a strong background in account reconciliation, financial services, and fund accounting. Currently, he is employed at Charles Schwab as a Mutual Fund Specialist. Prior to this, he worked at Fidelity Investments as a Fund Accounting Analyst II and Institutional Wealth Service Associate. Scott has also gained valuable experience as a Server and Sales Associate at Club Monaco. He is skilled in Microsoft Excel, Word, and PowerPoint, and has a proven track record in sales and customer service.
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Emails and Phone Numbers
About
Currently employed at Charles Schwab as a Mutual Fund Specialist.
Work Experience
Mutual Fund Operations Specialist
Financial Services
Scott Le's Professional Milestones
- Sales Associate (2012-04-01~2013-01-01): Achieved record-breaking sales targets, exceeding revenue targets and driving revenue growth.
- Institutional Wealth Service Associate (2014-03-27~2014-10-01): Provided comprehensive pension and benefits strategies to seniors, empowering them to optimize their financial well-being.
Skill
Account Reconciliation
Financial Services
Fund Accounting
Corporate Finance
Auditing
Accounting Applications
Brokerage Operations
Mutual Funds
Microsoft Excel
Sales
Customer Service
Microsoft Word
Teamwork
Microsoft Office
Finance
Time Management
Restaurants
Team Building
Public Speaking
Marketing Communications
Network Marketing
Relationship Marketing
Corporate Communications
Multi Tasking
Account Management
Account Maintenance
Electronic Funds Transfer
Powerpoint
Social Media
Financial Reporting
Certification
Colleagues
Kelly D Casey
Product Owner
Catherine Etherton
Product Owner | Product Manager
Michael Sherer
Senior Product Owner
Saira Zafar
Sr. Product Owner - eComm Archival & Supervision Platform | SAFe PO/PM
Aaron Ewing
Owner of A & M Wellness LLC
Other Named Scott Le
Frequently asked questions
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We found 2 Scott Le's phone numbers
Scott Le works for Charles Schwab
Scott Le's role in Charles Schwab is Mutual Fund Operations Specialist
Scott Le works in the industry of Financial Services
Scott Le's colleagues are Kelly D Casey,Catherine Etherton,Michael Sherer
Scott Le's latest job experience is Mutual Fund Operations Specialist at Charles Schwab
