Adam Marmon
Sr Team Manager - Financial Reporting - Stock Plan Services @Charles Schwab
Cleveland, OH, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2020 — Present
Sr Team Manager - Financial Reporting - Stock Plan Services @Charles Schwab
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Richfield, OH, US
EDUCATION
N/A
New England College of Finance
Professional
N/A
Miami University
BS
SKILLS
SecuritiesStrategic Financial PlanningEquitiesSeries 7Asset AllocationMutual FundsRisk ManagementFinancial AnalysisInvestmentsFinancial ServicesEmployee Stock OptionsPortfolio ManagementRestricted StockAsset ManagmentWealth ManagementFinancial ModelingAlternative Investments
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