Tee Tran Email & Phone Number
Sr. Manager, Product Management and Strategy | Automated Investing | Multi-Asset SMA
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Tee Tran Location
- Denver, CO, US
Tee Tran Work
- Sr. Manager, Product Management and Strategy | Automated Investing | Multi-Asset SMA @ Schwab Asset Management (June 2016 - Present)
- Sr. Firm Compliance Consultant @ (July 2015 - June 2016)
- Compliance Analyst @ (June 2014 - July 2015)
- Brokerage Operations Analyst @ (April 2008 - August 2013)
- Quality Assurance Analyst @ (October 2006 - April 2008)
Tee Tran Education
- University of Colorado
Master of Business Administration (M.B.A.)
2014 - CFA Institute
(Level II Candidate)
- University of Colorado at Boulder
Bachelor of Arts (B.A.) (Mathematics)
Tee Tran Skills
- Microsoft Excel
- Compliance
- Data Analysis
- Process Improvement
- Series 24
- Series 7
- Series 53
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 5 mobile phone numbers on RocketReach.
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