Tee Tran Email & Phone Number

Sr. Manager, Product Management and Strategy | Automated Investing | Multi-Asset SMA @ Schwab Asset Management

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Tee Tran Location

Denver, CO, US

Tee Tran Work

2016 - now Sr. Manager, Product Management and Strategy | Automated Investing | Multi-Asset SMA @ Schwab Asset Management
2015 - 2016 Sr. Firm Compliance Consultant @ MetLife
2014 - 2015 Compliance Analyst @ Cetera Financial Group

2008 - 2013 Brokerage Operations Analyst @ TIAA
2006 - 2008 Quality Assurance Analyst @ Charles Schwab
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Tee Tran Education

University of Colorado
Master of Business Administration (M.B.A.)
2014
University of Colorado at Boulder
CFA Institute

Tee Tran Skills

Microsoft Excel
Compliance
Data Analysis

Process Improvement
Series 24
Series 7
Series 53

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Tee Tran Summary

Tee Tran, based in Denver, CO, US, is currently a Sr. Manager, Product Management and Strategy | Automated Investing | Multi-Asset SMA at Schwab Asset Management. Tee Tran brings experience from previous roles at MetLife, Cetera Financial Group, TIAA-CREF and Charles Schwab. Tee Tran holds a Master of Business Administration (M.B.A.) @ University of Colorado. With a robust skill set that includes Microsoft Excel, Compliance, Data Analysis, Process Improvement, Series 24 and more. Tee Tran has 4 mobile phone numbers on RocketReach.

Tee Tran Phone Numbers

Found 6 phone numbers

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