Melissa Leggett
Director, Digital Advisor Solutions - 3rd Party Programs
- Role
- Director, Digital Advisor Solutions - 3rd Party Programs at Charles Schwab
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
Information TechnologyView LinkedIn profile
Experience
Director, Digital Advisor Solutions - 3rd Party Programs
Jul 2018 — Present · Austin, TX, US
Skills
- Bloomberg
- Derivatives
- Business Relationship Management
- Business Intelligence
- Relationship Management
- Series 63
- Securities
- Business Development
- Portfolio Management
- Cross-Functional Team Leadership
- Wealth Management
- Strategy
- Fixed Income
- Hedge Funds
- Product Management
- Software Project Management
- Financial Services
- Crm
- Agile Methodologies
- Management
- Business Analysis
- Project Management
- Electronic Trading
- Vendor Management
- Alternative Investments
- Sdlc
- Process Improvement
- Equities
- Banking
- Mutual Funds
- Risk Management
- Financial Markets
- Trading
- Investment Banking
- Options
- Requirements Analysis
- IT Strategy
- Investment Management
- Finra
- Business Strategy
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