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Lucy Ly Email & Phone Number
Financial Reporting Manager
at
Charles Schwab
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Reporting Manager
Location
United States
Company size
Who is Lucy Ly? Overview
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Quick answer
Lucy Ly is listed as Financial Reporting Manager at Charles Schwab, a with 33019 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Lucy Ly.
Lucy Ly previously worked as Financial Reporting Analyst at Charles Schwab and Banking and Retirement Representative at Td Ameritrade. Lucy Ly holds Bachelor Of Business Administration - Bba, Human Resources Management/Personnel Administration, General from Tarleton State University.
Company email context
Email format at Charles Schwab
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Charles Schwab
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Profile bio
About Lucy Ly
Lucy Ly is a Financial Reporting Manager at Charles Schwab.
Current workplace
Lucy Ly's current company
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Charles Schwab
5 roles
Lucy Ly work experience
A career timeline built from the work history available for this profile.
Financial Reporting Analyst
Current
Aug 2021 - Present
Banking And Retirement Representative
Aug 2018 - Aug 2021
Mortgage Servicing Specialist Ii
Feb 2017 - Aug 2018
Mortgage Servicing Specialist I
Bank Of America
Jul 2015 - Feb 2017
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 33019 employees →
SP
Sarah Pegues
Colleague at Charles SchwabUnited States
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SP
Shayan Peerwani
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
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CM
Carry Mager
Colleague at Charles SchwabFresno, California, United States
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HS
Heather Sands
Colleague at Charles SchwabPhoenix, Arizona, United States
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AS
Angelo San Mateo
Colleague at Charles SchwabSan Francisco Bay Area, United States
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TC
Ty Cleveland
Colleague at Charles SchwabMount Pleasant, North Carolina, United States
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JB
James Bell
Colleague at Charles SchwabOakland, California, United States
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AM
Anne M. Wilkins, Mba, Cfp®
Colleague at Charles SchwabNew York City Metropolitan Area, United States
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IO
Ismael Ordaz
Colleague at Charles SchwabPhoenix, Arizona, United States
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MC
Michaela Cliff
Colleague at Charles SchwabAustin, Texas, United States
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Sarah Pegues
Colleague at Charles SchwabUnited States
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SP
Shayan Peerwani
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
View →
CM
Carry Mager
Colleague at Charles SchwabFresno, California, United States
View →
HS
Heather Sands
Colleague at Charles SchwabPhoenix, Arizona, United States
View →
AS
Angelo San Mateo
Colleague at Charles SchwabSan Francisco Bay Area, United States
View →
TC
Ty Cleveland
Colleague at Charles SchwabMount Pleasant, North Carolina, United States
View →
JB
James Bell
Colleague at Charles SchwabOakland, California, United States
View →
AM
Anne M. Wilkins, Mba, Cfp®
Colleague at Charles SchwabNew York City Metropolitan Area, United States
View →
IO
Ismael Ordaz
Colleague at Charles SchwabPhoenix, Arizona, United States
View →
MC
Michaela Cliff
Colleague at Charles SchwabAustin, Texas, United States
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1 education record
Lucy Ly education
FAQ
Frequently asked questions about Lucy Ly
Quick answers generated from the profile data available on this page.
What company does Lucy Ly work for?
Lucy Ly works for Charles Schwab.
What is Lucy Ly's role at Charles Schwab?
Lucy Ly is listed as Financial Reporting Manager at Charles Schwab.
Where is Lucy Ly based?
Lucy Ly is based in United States while working with Charles Schwab.
What companies has Lucy Ly worked for?
Lucy Ly has worked for Charles Schwab, Td Ameritrade, and Bank Of America.
Who are Lucy Ly's colleagues at Charles Schwab?
Lucy Ly's colleagues at Charles Schwab include Sarah Pegues, Shayan Peerwani, Carry Mager, Heather Sands, and Angelo San Mateo.
How can I contact Lucy Ly?
You can use AeroLeads to view verified contact signals for Lucy Ly at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Lucy Ly attend?
Lucy Ly holds Bachelor Of Business Administration - Bba, Human Resources Management/Personnel Administration, General from Tarleton State University.
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