Charlie Hatt
Sr. Manager, Client Service & Support
- Role
- Senior Manager, Client Service & Support at Charles Schwab
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Charlie Hatt
High energy team activator, facilitator, and contributor. FINRA Series 7, Series 9…
Experience
Senior Manager, Client Service & Support
May 2021 — Present · US
Education
Indiana University - Kelley School of Business
Bachelor of Science (B.S.), Business, Finance
2012 — 2014
Ivy Tech Community College
Associate of Science (A.S.), Business Administration and Management, General
2011 — 2013
Skills
- Mentoring
- Portfolio Performance Analysis
- Interviewing
- Time Management
- Market Mechanics
- Outlook
- Qualified Retirement Plans
- Derivatives Trading
- Team Building
- Technical Analysis
- Public Speaking
- New Hire Training
- Legacy Systems
- Equity Trading
- Train the Trainer
- Strategic Planning
- Asset Allocation
- Military Operations
- Leadership
- Sales Management
- Military Experience
- Equity Analysis
- Customer Service
- Market Research
- Inventory Planning
- Employee Training
- Powerpoint
- Microsoft Excel
- Microsoft Word
- Workforce Management
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