Joel Lahman Email & Phone Number
Senior Manager Financial Reporting @ Charles Schwab
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Joel Lahman Location
- Denver, CO, US
Joel Lahman Work
- 2025 -now Senior Manager Financial Reporting @
- 2022 -2025 Financial Reporting Manager @
- 2019 -2022 Financial Reporting Manager @
- 2017 -2019 Assistant Fund Controller @
- 2015 -2017 Financial Reporting Supervisor @
- 2013 -2015 Senior Financial Reporting Analyst @
- 2011 -2013 Financial Reporting Analyst @
- 2010 -2011 Fund Accountant @
- 2004 -2010 Customer Service Supervisor @
Joel Lahman Education
- University of Colorado Boulder
Bachelor of Science (B.S.) (Economics)
2004-2008
Joel Lahman Skills
- Fund Accounting
- US GAAP
- Finance
- Financial Reporting
- Financial Statements
- Microsoft Office
- Financial Modeling
- Investments
- Microsoft Excel
- Bloomberg
- Accounting
- Financial Analysis
- Equities
- Mutual Funds
Joel Lahman Summary
- Joel Lahman, based in Denver, CO, US, is currently a Senior Manager Financial Reporting at Charles Schwab. Joel Lahman brings experience from previous roles at Charles Schwab and ALPS, A DST Company. Joel Lahman holds a 2004 - 2008 Bachelor of Science (B.S.) in Economics @ University of Colorado Boulder. With a robust skill set that includes Fund Accounting, US GAAP, Finance, Financial Reporting, Financial Statements and more. Joel Lahman has 3 emails and 2 mobile phone numbers on RocketReach.
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