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AM

Adam Marmon

Sr Team Manager - Financial Reporting - Stock Plan Services @Charles Schwab

Cleveland, OH, US

EMAILS

a••••••••@schwab.com

MOBILE NUMBERS

+16•••••••63

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WORK HISTORY

Jul 2020 — Present

Sr Team Manager - Financial Reporting - Stock Plan Services @Charles Schwab

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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