Ernest J. Lacroix
Husband | Father | Financial Professional | FinTech Champion
- Role
- Senior Manager, Technology Consultant at Charles Schwab
- Location
- North Kingstown, RI, US
- LinkedIn followers
- 500 followers
Experience
Senior Manager, Technology Consultant
Mar 2023 — Present
Education
The American College of Financial Services
Chartered Financial Consultant (ChFC®)
2020 — 2022
Stonehill College
BS, Biology, General
1996 — 2000
Skills
- Microsoft Excel
- Asset Management
- Series 63
- Customer Advocacy
- People Management
- Emoney
- Insurance
- Series 24
- Customer Service
- Investments
- Fixed Income
- Options
- Securities
- Orion Advisor Services
- Leadership
- 401k
- Financial Planning
- Microsoft Office
- Client Services
- Trading
- Retirement
- Salesforce
- Business Process Improvement
- Wealth Management
- Financial Services
- Crm
- Relationship Management
- Retirement Planning
- Process Improvement
- Equities
- Finance
- Asset Allocation
- Mutual Funds
- Business Relationship Management
- Risk Management
- Portfolio Management
- Customer Experience
- Operations Management
- Management
- Capital Markets
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