Becky Groves
Managing Director of Tax & Cost Basis at Charles Schwab
- Role
- Managing Director at Charles Schwab
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Managing Director
Dec 1995 — Present · Omaha, NE, US
Education
University of Nebraska-Lincoln
Bachelor of Science (B.S.), Mathematics
1992 — 1995
Skills
- 401k
- Asset Management
- Portfolio Management
- Securities
- Back Office
- Tax
- Trading
- Series 7
- Retirement
- Strategic Financial Planning
- Investments
- Financial Services
- Relationship Management
- Equities
- Wealth Management
- Series 63
- Investment Advisory
- Mutual Funds
- Tax Reporting
- Alternative Investments
- Retirement Planning
- Finra
- Back Office Operations
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