Jamie Vaughn
Senior Manager @ Charles Schwab | Series 7, 63, 24
- Role
- Senior Manager at Charles Schwab
- Location
- Plattsmouth, NE, US
- LinkedIn followers
- 500 followers
About Jamie Vaughn
As a Senior Manager at Charles Schwab, I have over 26 years of experience in the financial services industry, managing various aspects of vendor relations, portfolio performance, document processing, and business process improvement. I hold the Series 7, 63, and 24 licenses, which enable me to oversee and execute complex financial transactions and operations.Currently, I am responsible for the News and Research program at TD Ameritrade, a subsidiary of Charles Schwab, where I ensure the delivery and quality of timely and relevant market information and insights to millions of clients and advisors. I also collaborate with internal and external partners to enhance the user experience and satisfaction of the program. My mission is to empower investors and traders with the knowledge and tools they need to make informed and confident decisions.
Experience
Senior Manager
Oct 1997 — Present
Education
Bellevue University
Graphic Design
2011 — 2017
Skills
- Vendor Management
- Financial Services
- Sdlc
- Process Improvement
- Project Management
- Pmp
- Management
- Portfolio Management
- Series 7
- Document Management
- Securities
- Microsoft Office
- Graphic Design
- Photography
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