Anna R.
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Anna R. Email & Phone Number

Financial and Regulatory Reporting with DAFgiving360 at Charles Schwab
Location: United States, United States, United States 3 work roles 3 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Financial and Regulatory Reporting with DAFgiving360
Location
United States, United States, United States
Company size

Who is Anna R.? Overview

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Quick answer

Anna R. is listed as Financial and Regulatory Reporting with DAFgiving360 at Charles Schwab, a company with 20505 employees, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Anna R..

Anna R. previously worked as Financial and Regulatory Reporting Manager at Charles Schwab and Account Administrator at Millenium Trust Company. Anna R. holds Master Of Business Administration - Mba from Colorado State University.

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Email format at Charles Schwab

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Charles Schwab

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Profile bio

About Anna R.

Anna R. is a Financial and Regulatory Reporting with DAFgiving360 at Charles Schwab.

Current workplace

Anna R.'s current company

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Charles Schwab
Charles Schwab
Financial and Regulatory Reporting with DAFgiving360
san francisco, california, united states
Website
Employees
20505
AeroLeads page
3 roles

Anna R. work experience

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Financial And Regulatory Reporting Manager

Current

Colorado, United States

Financial and Regulatory Reporting at Schwab Charitable Fund- Prepare database reporting for monthly reconciliations- Prepare reconciliations as part of the annual external financial audit- Research employee matching gift account postings- Assist in ongoing tax reporting - Assist in annual audit reporting - Assist in quarterly valuation reporting for.

Nov 2014 - Present

Account Administrator

Millenium Trust Company
Mar 2010 - Oct 2010
Team & coworkers

Colleagues at Charles Schwab

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3 education records

Anna R. education

FAQ

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What company does Anna R. work for?

Anna R. works for Charles Schwab.

What is Anna R.'s role at Charles Schwab?

Anna R. is listed as Financial and Regulatory Reporting with DAFgiving360 at Charles Schwab.

Where is Anna R. based?

Anna R. is based in United States, United States, United States while working with Charles Schwab.

What companies has Anna R. worked for?

Anna R. has worked for Charles Schwab, Millenium Trust Company, and Ubs Wealth Management.

Who are Anna R.'s colleagues at Charles Schwab?

Anna R.'s colleagues at Charles Schwab include Melissa Synowicki-Bruner, Matthew Pyle, Thomas Bawden, Adria Basco, and Matthew Mairel.

How can I contact Anna R.?

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What schools did Anna R. attend?

Anna R. holds Master Of Business Administration - Mba from Colorado State University.

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