Traci Sherpa
Senior Manager (People Leader) Estate Services
- Role
- Team Manager, Estate Services at Charles Schwab
- Location
- Littleton, CO, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Traci Sherpa
Community Ambassador, Financial Crimes Risk Management, Active Trader, Intelligent Portfolio, Executive Trading, Business Development, On Boarding, Training, Coaching.
Experience
Team Manager, Estate Services
May 2022 — Present · Lone Tree, CO, US
Skills
- Process Improvement
- Equities
- Management
- Finance
- Wealth Management
- Options
- Investments
- Series 7
- Asset Management
- Series 9/10
- Securities
- Financial Markets
- Retirement Planning
- Finra
- Trading
- Alternative Investments
- Financial Services
- Project Management
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Fixed Income
- Portfolio Management
- Sales
- Series 63
- Financial Planning
- Mortgage Lending
- Leadership
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