Lindsey Underwood

Role: Charles Schwab
Location: Phoenix, AZ, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

Experience

Charles Schwab
Present

Skills

Investment Management
Investment Strategies
Finance
Financial Advisory
Series 63
Marketing
Asset Management
Securities
Mortgage Lending
Asset Allocation
Banking
Microsoft Excel
Financial Services
Asset Managment
Strategic Planning

Contact information

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Work email
l••••••••@schwab.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••25

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Current company

Charles Schwab

Financial Services · 35K employees · Westlake, Texas, United States

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)

aboutschwab.com

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