Jenny Done
Director | Managing Director | Vice President
- Role
- Director, Specialty Products & Regulatory Relations at Charles Schwab
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jenny Done
Results-driven and visionary leader with extensive experience in the financial services…
Experience
Director, Specialty Products & Regulatory Relations
Dec 2022 — Present
Education
Denver Paralegal Institute
Business Law
University of Nebraska-Lincoln
Economics
The Wharton School
SIFMA Securities Industry Institute
Skills
- 401k
- Series 7
- Series 63
- Financial Services
- Financial Analysis
- Securities
- Retirement
- Strategic Financial Planning
- Mutual Funds
- Asset Allocation
- Retirement Planning
- Investments
- Investment Advisory
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