Michael Feldner Email & Phone Number
Senior Operations Specialist @ Charles Schwab
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Michael Feldner Location
- San Diego, CA, US
Michael Feldner Work
- 2023 -now Senior Operations Specialist @
- 2021 -2023 Sr. Correspondence Review Specialist @
- 2017 -2021 Correspondence Review @
- 2015 -2017 Relationship Manager @
- 2015 -2015 Customer Service @
- 2013 -2014 Student Investment Fund Manager @
Michael Feldner Education
- Boise State University
Bachelor of Business Administration - BBA (Finance)
2011-2014 - Folsom Lake College
Transfer Student (General Education)
2009-2011 - Oak Ridge High School
High School (General Education)
2003-2007
Michael Feldner Skills
- Finance
- Financial Analysis
- Investments
- Microsoft Excel
- Accounting
- Customer Service
- Team Work
- Microsoft Office
- Portfolio Management
- Bloomberg Software
- Asset Allocation
- Fixed Assets
- Mutual Funds
- Securities
- Strategic Financial Planning
- Bonds
- Economics
- Quantitative Analytics
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Outlook
- Management
- Financial Planning
- Financial Advisory
- PowerPoint
- Social Networking
- Time Management
- Marketing
- Research
- Teamwork
- Team Building
- Social Media
- Event Planning
- Stocks
- Morningstar Direct
- Social Media Marketing
- Attention To Detail
- Organization
Michael Feldner Summary
- Michael Feldner, based in San Diego, CA, US, is currently a Senior Operations Specialist at Charles Schwab. Michael Feldner brings experience from previous roles at TD Ameritrade Institutional and Whole Foods Market. Michael Feldner holds a 2011 - 2014 Bachelor of Business Administration - BBA in Finance @ Boise State University. With a robust skill set that includes Finance, Financial Analysis, Investments, Microsoft Excel, Accounting and more. Michael Feldner has 3 emails and 7 mobile phone numbers on RocketReach.
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