Christopher Tam

Christopher Tam Email and Phone Number

Senior Product Manager at Charles Schwab @ Charles Schwab
san francisco, california, united states
Christopher Tam's Location
San Diego, California, United States, United States
Christopher Tam's Contact Details

Christopher Tam work email

Christopher Tam personal email

Christopher Tam phone numbers

About Christopher Tam

Experienced Product Manager with a demonstrated history of working in the financial services industry. Skilled in Analytical Skills, Securities, Asset Management, Management, and Mutual Funds. Strong sales professional with a Bachelor of Science focused in Business Administration (Finance) from San Diego State University.

Christopher Tam's Current Company Details
Charles Schwab

Charles Schwab

View
Senior Product Manager at Charles Schwab
san francisco, california, united states
Website:
schwab.com
Employees:
20505
Christopher Tam Work Experience Details
  • Charles Schwab
    Senior Product Manager
    Charles Schwab Feb 2014 - Present
    Greater San Diego Area
    Consult with RIAs to understand their portfolio management practice including their model and cash management, sensitivity to taxes, and frequency of rebalancing in order to optimize their trading and rebalancing strategies through the use of iRebal.Responsible for writing requirements for enhancing portfolio rebalancing trading logic in iRebal in order to optimize client asset allocation, reduce tax consequences, and minimize trading in firms daily operations.Collaborate with other product owners using JIRA to create a unified product vision, backlog, and an achievable roadmap.Provide sales and marketing support, including sales calls, sales demos, trainings through webex or onsite visits
  • Lpl Financial
    Analyst
    Lpl Financial Nov 2009 - Nov 2013
    Manage projects relating to client reporting processes, analyze risk versus cost versus function, perform user acceptance testing, oversee project release into production.Resolve issues and recommend project efforts to change processes and/or build more tools and applications.Properly conduct audit remediation and manage operational risks related to all regulatory communications mailed.Research and analyze operations functions to provide support for business needs and create efficient processes that are aligned with regulatory requirements.Validate invoices based on volume reports provided by vendor and analyzing the pivot tables against monthly invoices.
  • Dragon Express
    Manager
    Dragon Express Nov 2005 - Oct 2009
    Sufficiently organized and staffed employees on a weekly basisMaintained expenses below budget through accurate planning, waste reduction, purchasing, and cost effective operating procedures Investigated and resolved food/beverage quality and service complaints, ensuring customer satisfaction and repeat business
  • Smith Barney
    Financial Advising Intern
    Smith Barney May 2008 - Aug 2008
    Effectively assisted in providing financial advising in marketing and business growthDiligently studied and interpreted Smith Barney platforms and productsCollaborated effectively in team environment to achieve common goals

Christopher Tam Skills

Management Budgets Analysis Investments Project Planning Financial Analysis Account Reconciliation Process Improvement Customer Satisfaction Data Analysis Software Documentation Microsoft Office Banking Customer Service Finance Financial Services Microsoft Excel Mutual Funds Securities Asset Management Product Management Agile Project Management Agile Methodologies

Christopher Tam Education Details

Frequently Asked Questions about Christopher Tam

What company does Christopher Tam work for?

Christopher Tam works for Charles Schwab

What is Christopher Tam's role at the current company?

Christopher Tam's current role is Senior Product Manager at Charles Schwab.

What is Christopher Tam's email address?

Christopher Tam's email address is ch****@****ade.com

What is Christopher Tam's direct phone number?

Christopher Tam's direct phone number is +185854*****

What schools did Christopher Tam attend?

Christopher Tam attended San Diego State University, San Diego State University-California State University.

What are some of Christopher Tam's interests?

Christopher Tam has interest in Fitness, Weight Lifting, Poker, Investing.

What skills is Christopher Tam known for?

Christopher Tam has skills like Management, Budgets, Analysis, Investments, Project Planning, Financial Analysis, Account Reconciliation, Process Improvement, Customer Satisfaction, Data Analysis, Software Documentation, Microsoft Office.

Who are Christopher Tam's colleagues?

Christopher Tam's colleagues are Chris Dowd, Jase Keel, Michael Kemper, Cfp®, Moshe Kahan, Bob Clancy, Alexis Holman, Joseph Matesevac, Qka.

Not the Christopher Tam you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.