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Work Background
Charles SchwabContractor
Jun. 2022 - Jul. 2023Retained as contractor for Schwab. Handled responses to regulatory inquiries.
Hightower AdvisorsDirector - Complex Client Issues Champion
Mar. 2021 - Mar. 2022
Charles SchwabContractor
Apr. 2020 - Mar. 2021Retained as Contractor for Schwab during the pandemic. Handled operational issues.
Charles SchwabManaging Director - Sales & Service Client Solutions
Jul. 2017 - Sep. 2019
Charles SchwabDirector - Sales & Service Client Solutions
Mar. 2017 - Sep. 2019
Charles SchwabPremier Solutions Consultant
Mar. 2013 - Mar. 2017Key driver of finding solutions to resolve complex challenges for firm's Premier Advisor Services clients. Identify, analyze and resolve risk and legal issues impacting the business and operational risk. Series 7 and 63 Licensed.
Charles SchwabSenior Team Manager - Business Acceptance Team
Jun. 2000 - Mar. 2013I manage a team of Risk Analysts that serve as the first point of contact for risk issue escalations for customer service call center teams and management, and as liaison for escalations to Corporate Counsel, Compliance and Senior Management.
Leader EnterprisesParalegal
Apr. 1993 - Apr. 2000Paralegal to in-house counsel for sports agent/marketing firm. Responsible for all aspects of client contracts -- preparation of negotiation materials, contract review, etc. Also responsible for drafting endorsement agreements. Clients were professional athletes.
SunTrust BankTrust Administrator
Jan. 1980 - Dec. 1985
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