Lisa Moore

Lisa Moore Email and Phone Number

Director at Charles Schwab @ Charles Schwab
San Francisco
Lisa Moore's Location
Greater Sacramento, United States, United States
Lisa Moore's Contact Details

Lisa Moore personal email

n/a
About Lisa Moore

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.

Lisa Moore's Current Company Details
Charles Schwab

Charles Schwab

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Director at Charles Schwab
San Francisco
Website:
schwab.com
Company phone:
800-435-4000
Lisa Moore Work Experience Details
  • Charles Schwab
    Director, Business Transformation And Platform Strategy
    Charles Schwab Nov 2023 - Present
    Westlake, Texas, Us
    View
  • Charles Schwab
    Director, Business Transformation
    Charles Schwab Sep 2022 - Nov 2023
    Westlake, Texas, Us
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  • Franklin Templeton
    Director, Global Fund Tax
    Franklin Templeton Jun 2021 - Sep 2022
    San Mateo, California, Us
    Responsible 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.
    View
  • Franklin Templeton
    Senior Manager, Global Fund Tax
    Franklin Templeton Oct 2018 - Jun 2021
    San Mateo, California, Us
    Responsible 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.
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  • Franklin Templeton
    Manager, Global Fund Tax
    Franklin Templeton May 2012 - Oct 2018
    San Mateo, California, Us
    Participated in automation projects from requirements to implementation. Led initiatives to streamline workflows and reduce hours across Fund Tax teams.
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  • Franklin Templeton
    Supervisor, Global Fund Tax
    Franklin Templeton Aug 2005 - May 2012
    San Mateo, California, Us
    Coordinated 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.
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  • Franklin Templeton
    Analyst, Global Fund Tax
    Franklin Templeton Apr 2004 - Aug 2005
    San Mateo, California, Us
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  • Franklin Templeton
    Business Analyst, Security Maintenance / Corporate Actions
    Franklin Templeton Jun 2002 - Apr 2004
    San Mateo, California, Us
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  • Franklin Templeton
    Futures Associate
    Franklin Templeton Jul 2000 - Jun 2002
    San Mateo, California, Us
    View

Lisa Moore Skills

Financial Reporting Mutual Funds Financial Analysis Accounting Management Leadership Financial Services Customer Service

Lisa Moore Education Details

  • University Of The Pacific - Eberhardt School Of Business
    University Of The Pacific - Eberhardt School Of Business
    General
  • University Of The Pacific
    University Of The Pacific
    General

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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