Jed Balce
Director at Charles Schwab
- Role
- Managing Director of Operations at Charles Schwab
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Experience
Managing Director of Operations
Apr 1999 — Present
Have been with the company over 25 years, having responsibility over a number & a variety of groups over the span of my career. Some of these areas include-Centralized Vendor Oversight for Operations -Mutual Fund Trading, Dividends & Corporate Actions operational groups - Schwab Propriety Fund Team - Cross Functional Operations teams- Print Communications Team Teams have been multi-location and providing to support to all client channels throughout the company, in addition to the various fund families offered within our market place and 3rd party vendors that we are engaged with.
Education
San Francisco State University
Finance
Skills
- Series 7
- Business Requirements
- Mutual Funds
- Investments
- Financial Services
- Equities
- Securities
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