Christine Harmon Email & Phone Number
@schwab.com
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Who is Christine Harmon? Overview
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Christine Harmon is listed as Manager | Risk Analysis at Charles Schwab, based in Irving, Texas, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Christine Harmon.
Christine Harmon previously worked as Sr. Specialist | Estate Services Operations at Charles Schwab and Compliance Advisor at Fidelity Investments. Christine Harmon holds Ba, Philosophy from The University Of Dallas.
Email format at Charles Schwab
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AeroLeads found 1 current-domain work email signal for Christine Harmon. Compare company email patterns before reaching out.
About Christine Harmon
Financial Services professional with over 15 years experience in the industry. I have been successful in roles ranging from relationship management to risk/compliance to education, because I bring to each role a strong work ethic and the drive to quickly become a subject matter expert. Analytical by nature, I love to have problems to solve, and will use all the resources at my disposal to find a satisfactory and elegant solution. A habit of continually asking, "how could this be done more effectively?" has led to a track record of process improvement.FINRA Series 7 - General Securities RepresentativeFINRA Series 63 - Uniform Securities Agent State LawFINRA Series 9/10 - General Securities Sales SupervisorGallup top 5 strengths:- Intellection- Analytical- Connectedness- Responsibility- Ideation
Listed skills include Financial Services, Regulatory Compliance, Customer Relationship Management, Business Process Improvement, and 32 others.
Christine Harmon's current company
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Christine Harmon work experience
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Sr. Specialist | Estate Services Operations
Compliance Advisor
Maintained and enforced Fidelity's Code of Ethics and related policies. Reviewed employee alerts and approval requests for potential conflicts of interest. Provided white glove service to senior management on compliance-related issues. Project manager of annual Code of Ethics rollout to 45k+ employees.
Associate Compliance Analyst
Subject matter expert on Ethics Office policies. Handled over 20,000 incoming queries from employees about rules and requirements related to the Code of Ethics; Outside Activity Policy; Registration and Licensing.
Case Manager, Private Client Group
Specialized in problem resolution for High Net Worth ($1 mil+) clients. Regularly managed a load of 30+ cases of complex issues, working closely with partners in business units across the company to find satisfactory solutions.
Relationship Manager, Private Client Group
Handled service, trading, and basic investment guidance for clients with net worth of $1 mil+. Spearheaded peer review project involving data collection and call analysis to improve client interactions.
Premium Services Representative
Handled service, trading, and basic investment guidance for clients with net worth of $500k-$1 mil.
Help Desk - Personal Investing
Subject matter expert on trading, procedures, Fidelity products and services. Answered questions and provided coaching to new hires to improve the quality of their client interactions.
Financial Representative
Handled incoming calls from retail clients covering a wide variety of topics.
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts →
Gretchen Karcher
Colleague at Charles SchwabChandler, Arizona, United States
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Andrew Frank, Cfp®
Colleague at Charles SchwabTampa, Florida, United States
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Benjamin Baldus
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
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Larah Torres
Colleague at Charles SchwabSan Francisco Bay Area, United States
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Robert Hinkel, Cfp®
Colleague at Charles SchwabRichmond, Virginia, United States
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Matthew Stover
Colleague at Charles SchwabKeller, Texas, United States
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Tyrone Powell
Colleague at Charles SchwabFort Worth, Texas, United States
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Tyraine Mabon
Colleague at Charles SchwabIndianapolis, Indiana, United States
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Matthew Pyle
Colleague at Charles SchwabIndianapolis, Indiana, United States
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BB
Barb Braunger
Colleague at Charles SchwabGretna, Nebraska, United States
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Christine Harmon education
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The University Of Dallas
Frequently asked questions about Christine Harmon
Quick answers generated from the profile data available on this page.
What company does Christine Harmon work for?
Christine Harmon works for Charles Schwab.
What is Christine Harmon's role at Charles Schwab?
Christine Harmon is listed as Manager | Risk Analysis at Charles Schwab.
What is Christine Harmon's email address?
AeroLeads has found 1 work email signal at @schwab.com for Christine Harmon at Charles Schwab.
Where is Christine Harmon based?
Christine Harmon is based in Irving, Texas, United States while working with Charles Schwab.
What companies has Christine Harmon worked for?
Christine Harmon has worked for Charles Schwab and Fidelity Investments.
Who are Christine Harmon's colleagues at Charles Schwab?
Christine Harmon's colleagues at Charles Schwab include Gretchen Karcher, Andrew Frank, Cfp®, Benjamin Baldus, Larah Torres, and Robert Hinkel, Cfp®.
How can I contact Christine Harmon?
You can use AeroLeads to view verified contact signals for Christine Harmon at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Christine Harmon attend?
Christine Harmon holds Ba, Philosophy from The University Of Dallas.
What skills is Christine Harmon known for?
Christine Harmon is listed with skills including Financial Services, Regulatory Compliance, Customer Relationship Management, Business Process Improvement, Kaizen, Analytical Skills, Investments, and Mutual Funds.
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