Cici Lew
Senior Manager | Brokerage Client Services Tax | Controls & Risk Management
- Role
- Senior Manager, Tax and Cost Basis Controls at Vanguard
- Location
- Tempe, AZ, US
- LinkedIn followers
- 500 followers
Experience
Senior Manager, Tax and Cost Basis Controls
Feb 2024 — Present
Education
Arizona State University - W. P. Carey School of Business
Master of Business Administration - MBA
2010 — 2012
Arizona State University, W. P. Carey School of Business
Bachelor of Science
2004 — 2008
Skills
- Investments
- Bloomberg
- Risk Management
- Process Improvement
- Financial Services
- Financial Analysis
- Business Analysis
- Series 63
- Cross-Functional Team Leadership
- Leadership
- Financial Modeling
- Data Analysis
- Project Management
- Series 7
- Finance
- Relationship Management
- Portfolio Management
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