Kristi Oberson
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- Role
- Client Service Manager at Schwab Advisor Services
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Kristi Oberson
I am an experienced professional in executive and broad-based compensation and stock plan…
Experience
Client Service Manager
Jun 2016 — Present · Lone Tree, CO, US
Skills
- Employee Benefits
- Deferred Compensation
- Outlook
- Microsoft Office
- Strategic Planning
- Employee Relations
- Windows
- Microsoft Excel
- Powerpoint
- Negotiation
- English
- Financial Services
- Employee Training
- Customer Service
- 401k Rollovers
- Finance
- Sarbanes-Oxley Act
- Transfer Agent Management
- Stocks
- System Administration
- Stock Management
- Process Improvement
- Equities
- Research
- Mergers & Acquisitions
- Teaching
- Management
- 401k
- Stock Plan Administration
- Microsoft Word
- International Tax
- Process Management
- Shareholder Services
- Human Resources
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