Lisa Moore work email
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Lisa Moore personal email
Lisa Moore is a Director at Charles Schwab at Charles Schwab. She possess expertise in financial reporting, mutual funds, financial analysis, accounting, management and 3 more skills.
Charles Schwab
View- Website:
- schwab.com
- Company phone:
- 800-435-4000
-
Director, Business Transformation And Platform StrategyCharles Schwab Nov 2023 - PresentWestlake, Texas, Us -
Director, Business TransformationCharles Schwab Sep 2022 - Nov 2023Westlake, Texas, Us -
Director, Global Fund TaxFranklin Templeton Jun 2021 - Sep 2022San Mateo, California, UsResponsible for North American Fund Tax compliance and initiatives, maintaining relationships with key contacts such as vendors and portfolio management, and providing leadership to team members. -
Senior Manager, Global Fund TaxFranklin Templeton Oct 2018 - Jun 2021San Mateo, California, UsResponsible for compliance of US mutual funds and ETFs, which was executed through on and offshore teams. Participated and led special projects that contributed to a strategic path forward. -
Manager, Global Fund TaxFranklin Templeton May 2012 - Oct 2018San Mateo, California, UsParticipated in automation projects from requirements to implementation. Led initiatives to streamline workflows and reduce hours across Fund Tax teams. -
Supervisor, Global Fund TaxFranklin Templeton Aug 2005 - May 2012San Mateo, California, UsCoordinated efforts to complete timely and accurate US 40 Act Funds compliance work, including tax returns, Excise planning and returns, income projections, and complex book to tax difference calculations. -
Analyst, Global Fund TaxFranklin Templeton Apr 2004 - Aug 2005San Mateo, California, Us -
Business Analyst, Security Maintenance / Corporate ActionsFranklin Templeton Jun 2002 - Apr 2004San Mateo, California, Us -
Futures AssociateFranklin Templeton Jul 2000 - Jun 2002San Mateo, California, Us
Lisa Moore Skills
Lisa Moore Education Details
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University Of The Pacific - Eberhardt School Of BusinessGeneral -
University Of The PacificGeneral
Frequently Asked Questions about Lisa Moore
What company does Lisa Moore work for?
Lisa Moore works for Charles Schwab
What is Lisa Moore's role at the current company?
Lisa Moore's current role is Director at Charles Schwab.
What is Lisa Moore's email address?
Lisa Moore's email address is li****@****ton.com
What schools did Lisa Moore attend?
Lisa Moore attended University Of The Pacific - Eberhardt School Of Business, University Of The Pacific.
What skills is Lisa Moore known for?
Lisa Moore has skills like Financial Reporting, Mutual Funds, Financial Analysis, Accounting, Management, Leadership, Financial Services, Customer Service.
Who are Lisa Moore's colleagues?
Lisa Moore's colleagues are Preston Kok, Charles Debok, Amy Thomas, Girish Varma, Phillip Scavo, Cfp®, Mba, Eric Ritossa Cfp®, Aams®,cmfc®, Ian Stuart, Cfa®, Cfp®.
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