Alicia K. Schaab
Management Associate @Glenmede
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WORK HISTORY
Management Associate @Glenmede
Philadelphia, PA, US
Facilitate the daily management of two Portfolio Managers’ book of trusts, IRAs, and investment management/advisory accounts for High Net Worth individuals. Monitor accounts for overdrafts, incoming wires, daily cash transactions, estimated tax payments, Reg 9 compliance flags, and future distributions, as well as propose trades for all cash needs- Work directly with clients to gather financial information and generate wealth plan outlooks for their life/financial goals. Work with clients on how to improve their wealth plan results including re-allocation of investments, decreasing expenses, Roth conversions, etc- Handle daily client transactions such as cash disbursements, deposits, transfers of securities, charitable gifts, and client information updates, utilizing software programs such as the Service Request Database, Global Plus, Salesforce, and Charles River.
EDUCATION
Kutztown University of Pennsylvania
Bachelor of Science (BS), Electronic Media (Minor in Psychology)
Cannon Financial Institute
Accredited Fiduciary Investment Management
Exeter Township Senior High School
High School
ABOUT ALICIA K. SCHAAB
Management Associate at Glenmede Trust Company, N.A.
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