Julie Tseng
Client Intelligence at Charles Schwab
- Role
- Director at Charles Schwab
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Julie Tseng
Focused professional with over 10 years of experience using analytics to create and implement strategic initiatives. Experienced in finance, business strategy, and market research as well as presenting to c-suite executives. Looking for opportunities in fast-paced environments and projects that require coordination between multiple teams to drive results.
Experience
Director
Dec 2025 — Present · San Francisco, CA, US
Retail Lead Management program - providing pipeline and prioritization for the branch networkIntelligence - surfacing client and prospect information within the Salesforce CRM to drive engagement and reduce swivel for sales teamsAI Implementation - supporting testing and rollout of AI tools to reduce administrative work and improve client outcomees
Education
University of California, Berkeley
BS, Industrial Engineering & Operations Research
The Wharton School
MBA, International Equities
Skills
- Financial Modeling
- Corporate Finance
- Due Diligence
- Business Development
- Business Strategy
- Strategy
- Investments
- Analysis
- Market Research
- Mergers & Acquisitions
- Private Equity
- Finance
- Valuation
- Competitive Analysis
- Start-Ups
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