Leo Milan
Senior Manager, Business Continuity and Incident Management
- Role
- Senior Manager, Business Continuity and Incident Managment at Charles Schwab
- Location
- Bennington, NE, US
- LinkedIn followers
- 500 followers
About Leo Milan
Experienced Financial Services professional with experience focused in Wealth Management, Systems, Support and Business Continuity. Current role is managing of a team of clearing specialists performing daily reconciliation of Mutual Fund products as well as cash sweep vehicles.
Experience
Senior Manager, Business Continuity and Incident Managment
Aug 2025 — Present · US
Education
Creighton University
B.S., Biology
1990 — 1997
Skills
- Insurance
- Series 24
- Investments
- Financial Services
- Relationship Management
- Options
- Process Improvement
- Equities
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Fixed Income
- Series 7
- Back Office
- Data Analysis
- Vendor Management
- Trading
- Securities
- Back Office Operations
- Business Analysis
- Series 63
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