Amy Lewandowski Location
Denver, CO, US
Amy Lewandowski Work
- 2023 - now Advisor Wealth Services @ Charles Schwab
- 2022 - 2023 Associate Financial Services Professional @ Charles Schwab
- 2017 - 2018 Agent @ New York Life
- 2017 - 2017 Business Service Lead @ Federal Reserve Bank of San Francisco
- 2013 - 2016 Sr Project Manager, CCAR PMO @ Bank of the West
- 2012 - 2013 Program Manager @ Pacific Gas and Electric Company
- 2009 - 2012 Program Manager @ Willdan Group
- 2007 - 2009 Manager @ Charles Schwab
- 2005 - 2007 Project Manager @ Charles Schwab
- 2000 - 2005 Team Manager @ Charles Schwab
Amy Lewandowski Education
- University of California, Berkeley
B.A. (Economics)
1994 - 1997 - University of Colorado Boulder - Leeds School of Business
(Personal Financial Planning Certificate Program)
2020 - 2021
Amy Lewandowski Skills
- Licensed Life and Health Insurance Agent
- Customer Service
- Building Relationships
- Communication
- Strategy
- Analysis
- Program Management
- Process Improvement
- Team Leadership
- Management
Amy Lewandowski Summary
Amy Lewandowski, based in Denver, CO, US, is currently a Advisor Wealth Services at Charles Schwab. Amy Lewandowski brings experience from previous roles at Charles Schwab, New York Life Insurance Company, Federal Reserve Bank of San Francisco and Bank of the West. Amy Lewandowski holds a 1994 - 1997 B.A. in Economics @ University of California, Berkeley. With a robust skill set that includes Licensed Life and Health Insurance Agent, Customer Service, Building Relationships, Communication, Strategy and more. Amy Lewandowski has 2 emails on RocketReach.
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Top Charles Schwab Employees
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Neesha Hathi
Managing Director, Head of Wealth and Advice Solutions at Charles Schwab
San Francisco, CA, US55+ -
Omar Aguilar
Chief Executive Officer, Schwab Asset Management at Charles Schwab
San Francisco, CA, US22 -
Rick Wurster
President at Charles Schwab
Texas, United States11 -
Stacy Hammond
Chief Marketing Officer at Charles Schwab
Oakland, CA, US15 -
Peter Crawford
Chief Financial Officer at Charles Schwab
San Francisco, CA, US32 -
34
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34
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35+
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Catherine Golladay
Managing Director, Head of Schwab Workplace Financial Services at Charles Schwab
Richfield, Ohio, United States25+ -
Molly Whelan
Managing Director, Sales Operations at Charles Schwab
Los Angeles, CA, US25 -
Christopher Johnson
Managing Director, Global Head of Trading at Charles Schwab
Jersey City, NJ, US32 -
Jeff Starr
Managing Director at Charles Schwab
Portola Valley, CA, US21 -
55+
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Ken Rivadeneira
Managing Editor, Onward Magazine at Charles Schwab
New York, NY, US55+ -
Jill Edwards
Managing Director at Charles Schwab
Scottsdale, AZ, US12 -
2
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Olu Johnson
Managing Director, Social Media at Charles Schwab
San Francisco, CA, US22 -
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45+
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