Matthew Lago
Tax, Cost Basis and Corporate Actions, Sr. Specialist | SOL Omaha, Founding Chair | Series 7, 63, 9/10
- Role
- Sr Specialist, Tax, Cost Basis, and Corporate Actions at Charles Schwab
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Matthew Lago
As a multifaceted professional with a penchant for achieving lofty goals, I bring a diverse range of experiences to the table. I began my career as a canvasser in politics, where I developed a passion for engaging with communities and working collaboratively towards a collective mission. From there, I moved on to high-level international nurse staffing sales, where I collaborated with chief nursing officers and other hospital executives to provide international nurse staffing solutions to their facilities across the United States.Currently, I work in financial services as a Senior Specialist for the Tax, Cost Basis, and Corporate Actions department. With a series 7, and series 9/10 certification; I am committed to helping clients navigate the complex financial landscape and facilitate strategic investments that align with their goals and values. Throughout my career, I have remained committed to being progressive, driven, and down-to-earth, and I take immense pride in being a Latino professional who is breaking down barriers and shattering stereotypes.As a natural leader with a talent for strategic thinking and relationship-building, I take pride in my ability to work effectively with individuals from all backgrounds and industries. Whether I am engaging with a potential client, collaborating with colleagues, or working with community members, I strive to build strong networks and meaningful relationships everywhere I go.Overall, my diverse range of experiences has instilled within me a passion for collaboration, a drive for excellence, and an unwavering commitment to making a positive impact in everything I do. I am always eager to learn, grow, and challenge myself, and I am excited to explore new opportunities that will allow me to continue making a difference in the lives of others.I am interested in contacting former colleagues and managers, as well as other professionals in my field. Feel free to contact me through this profile if you wish to connect.
Experience
Sr Specialist, Tax, Cost Basis, and Corporate Actions
Oct 2025 — Present · Omaha, NE, US
Education
University of Central Florida
Bachelor of Arts - BA
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.