Melissa Witbeck
Schwab Private Wealth Services, Charles Schwab
- Role
- Vice President, Wealth Services Division at Vanguard
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Melissa Witbeck
Melissa Witbeck is a Vice President at Charles Schwab, where she leads a $100 billion…
Experience
Vice President, Wealth Services Division
Jul 2022 — Present · Westlake, TX, US
Education
California Lutheran University
Bachelor of Science, Finance
Cornell University
Performance Leadership Certificate
2021
California Lutheran University
Master, Business Administration
INSEAD
Global Executive Leadership
2024
Skills
- Risk Management
- Portfolio Management
- Wealth Management
- Start-Ups
- Asset Management
- Retirement Planning
- Business Planning
- Business Development
- Asset Allocation
- Crm
- Sales
- Strategy
- Finance
- Online Marketing
- Marketing
- Series 7
- Management
- Social Networking
- Social Media
- Mutual Funds
- Women's Leadership
- Investment Advisory
- Marketing Strategy
- Leadership
- Financial Services
- Financial Planning
- Investments
- Securities
- Series 63
- Budgets
- Strategic Financial Planning
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