Lee Byrnes
Global Explorer | 51+ Countries Visited International Business Professional | Cross-Border Trade & Manufacturing Expert | Financial Sector Enthusiast Bringing a wealth of international experience from years of exploring
- Role
- Associate, Brokerage Services Rep (Rrt) (Cp) at Charles Schwab
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Lee Byrnes
Born and raised in the UK, I moved to the Caribbean as a young teenager, where I…
Experience
Associate, Brokerage Services Rep (Rrt) (Cp)
May 2023 — Present · Omaha, NE, US
Participated in a licensed training program to develop an understanding of financial regulations, compliance, procedures, and industry best practices, which also included maintaining high standards and building rapport with clients, monitoring market trends, compliance and regulatory adherence, including AML and KYC. Having an understanding of international financial markets, cross-border transactions, foreign exchange, international trade finance, and the impacts of geopolitical and economic factors on the global financial landscape.Understanding different types of banks, their functions, and services, such as retail banking, commercial banking, investment banking, and private banking.Elementary overview of knowledge of investment vehicles, portfolio management, asset allocation strategies, and financial markets, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments.Awareness of personal finance topics, retirement planning, tax planning, estate planning & custodial accounts. Understanding corporate financial management, capital structure, mergers and acquisitions, financial analysis, and financial decision-making within organisations.Knowledge of financial regulations and compliance requirements, including understanding the role of regulatory bodies, such as central banks, securities and exchange commissions, and monetary supervisory authorities.Awareness of technological advancements in the financial sector, such as mobile banking, digital payments, blockchain, and artificial intelligence, and how these innovations are reshaping the industry.
Education
North East Surrey College Of Technology
Electrical and Electronics Engineering
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