Sandra Lee's Location
California, United States
Sandra Lee's Work
- Senior Manager, Product Management @ Charles Schwab
- Relationship Manager, Managed Accounts @ Charles Schwab
- Cash Recon Manager @ BenefitStreet
- Senior Mutual Fund Specialist @ Charles Schwab
Sandra Lee's Education
- Cal State East Bay- College of Business & Economics
Bachelor of Science (Business Administration emphasis in Computer Information Systems & Marketing)
Sandra Lee's Skills
- Series 7
- Investment Advisory
- Mutual Funds
- Management
- Wealth Management
- Investments
- Series 63
- Alternative Investments
- Portfolio Management
- Asset Allocation
Sandra Lee's Summary
Sandra Lee, based in California, United States, is currently a Senior Manager, Product Management at Charles Schwab, bringing experience from previous roles at Charles Schwab and BenefitStreet. Sandra Lee holds a Bachelor of Science in Business Administration emphasis in Computer Information Systems & Marketing @ Cal State East Bay- College of Business & Economics. With a robust skill set that includes Series 7, Investment Advisory, Mutual Funds, Management, Wealth Management and more, Sandra Lee contributes valuable insights to the industry.
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