Carrie McKenzie

Role
Senior Team Manager, Advisor Family Office at Charles Schwab
Location
Orlando, FL, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Senior Team Manager, Advisor Family Office

    Charles Schwab

    Sep 2025 — Present

Education

  • George Mason University

    Bachelor of Arts - BA, _

    2002 — 2006

Skills

  • Process Improvement
  • Management
  • Social Networking
  • Analysis
  • Public Speaking
  • Microsoft Office
  • Account Management
  • Leadership
  • Training
  • Customer Service
  • Business Analysis
  • Risk Management
  • Project Management
  • Team Leadership
  • Social Media
  • Salesforce.com
  • Microsoft Excel
  • Program Management

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Carrie McKenzie — Senior Team Manager, Advisor Family Office at Charles Schwab in Orlando, FL, US | Unifers