Marcus Lee

Marcus Lee Email and Phone Number

Software Developer III - Personalized Investing at Charles Schwab @ Charles Schwab
San Francisco
Marcus Lee's Location
Berkeley, California, United States, United States
Marcus Lee's Contact Details

Marcus Lee work email

Marcus Lee personal email

n/a
About Marcus Lee

At Charles Schwab, our team released Schwab Thematic Investing to the public in December 2023, a testament to our commitment to innovative financial solutions. My role as a Software Engineer 3 in Personalized Investing Core Services involves continuous development and enhancement of this pioneering product. My expertise in product ideation and proof of concept development plays a critical role in our success.With a background that bridges the gap between technical proficiency and strategic business communication, my contributions are marked by clear, concise dialogue between product teams and developers ( that has been validated repeatedly by my teammates ) . This synergy, powered by my presentation skills and a forward-thinking mindset, has been instrumental in fostering collaboration and driving product advancements within the organization.

Marcus Lee's Current Company Details
Charles Schwab

Charles Schwab

View
Software Developer III - Personalized Investing at Charles Schwab
San Francisco
Website:
schwab.com
Company phone:
800-435-4000
Marcus Lee Work Experience Details
  • Charles Schwab
    Software Engineer 3 - Personalized Investing Core Services
    Charles Schwab Jan 2023 - Present
    Westlake, Texas, Us
    Revolutionizing the financial industry, having released new product ( Schwab Thematic Investing ) on December 2023 to general public ( released employee pilot year prior to that ) and continuing development on ithttps://www.schwab.com/thematic-investing
  • Charles Schwab
    Software Engineer 2 - Personalized Investing Core Services
    Charles Schwab Jul 2021 - Jul 2023
    Westlake, Texas, Us
  • Charles Schwab
    Software Engineer 2 - R&D
    Charles Schwab Feb 2021 - Jun 2021
    Westlake, Texas, Us
    Ensuring Schwab is at the cutting edge of the financial industry by going through the entirety of the innovation pipeline ( which is to say: researching the latest technologies or concepts -> identifying which of those may be of use to the firm -> generating use cases around them -> creating POC applications showcasing those use cases -> and finally presenting them to upper - sometimes C-level management
  • Charles Schwab
    Software Engineer 1 - R&D
    Charles Schwab Mar 2019 - Feb 2021
    Westlake, Texas, Us
  • Charles Schwab
    Associate Software Engineer - New Employee Recruitment And Development Program (Nerd)
    Charles Schwab Jun 2018 - Mar 2019
    Westlake, Texas, Us
    Position & Program Details: https://www.aboutschwab.com/work-at-schwab/college-grads/nerd-program
  • University Of California, Berkeley, Haas School Of Business
    Frontend Developer
    University Of California, Berkeley, Haas School Of Business Aug 2017 - May 2018
    Berkeley, Ca, Us
    • Manage entire domain of the accounting program, redesigning pre-existing pages and designing new pages per request• Improve mobile compatibility of the website using principles of responsive web design
  • Squoia Technologies, Inc.
    Software Development Intern
    Squoia Technologies, Inc. May 2017 - Aug 2017
    Mountain View, Ca, Us
    " Implemented a Customer-Facing SlackBot that parses and automatically responds to user messages using Slack APIs" Developed Real-time Chapter Mark Creation Functionality for live video conferences using Zoom APIs" Contributed above features to successfully ship Beta Product - Video Conference Processing and Storing Software - to business partners for Beta Testing (Slack, Citibank, and AT&T)
  • Educational Technology Services At Uc Berkeley
    Helpdesk-Dispatch Analyst
    Educational Technology Services At Uc Berkeley May 2016 - Dec 2016
    " Provided professors live troubleshooting support for AV systems, managing time-sensitive, urgent requests
  • Consult Your Community
    President Of Berkeley Chapter
    Consult Your Community Jan 2015 - Jan 2016
    New York City, New York, Us
    " Led a consulting project for CITRIS, a Berkeley technology incubator, to scope out the UC innovation ecosystem " Led a consulting project for the newly created Mongolia Foundation to develop / launch its internal website conduct new avenues of fundraising" Organized and Led Weekly Meetings for the club.
  • Frum
    Market Research Intern And Translator
    Frum Jun 2015 - Aug 2015
    Seoul, Gangnam, Kr
    • Worked under the Senior Manager of Marketing for a fast-growing, market-leading web development and consulting agency• Independently delivered 40 minute presentation assessing trends and corporate best practices of social media communication as final project• Facilitated contractual presentations to Lotte Hotel evaluating deficiencies of its online marketing strategy• Translated documents from Korean to English daily• Created Excel Spreadsheet Reports on international market trends within the automobile industry
  • Uc Berkeley Residence Hall Assembly (Rha)
    Towle-Cunningham Hall Representative/Liaison
    Uc Berkeley Residence Hall Assembly (Rha) Aug 2014 - May 2015
    • Directly Represented and Advocated for 460 students (two UC halls) by voicing resident concerns while attending and participating in weekly debates to best improve student life experience in the dorms• Planned and Executed four campus-wide Community Building Events with budgets up to $38,000• Determined distribution of $139,000 annual RHA budget: Judging funding requests of programs hosted by various student organizations for their legitimacy and advocating to deny, grant, reduce, or increase requested amount based on their impact on and accessibility to residents• Served as Member on Committee of Internal Affairs: Writing and revising assembly bills, updating governing documents, and communicating with the ASUC to collaborate on legislation• Delivered weekly RHA reports to Towle-Cunningham Hall Association during individual Hall Association meetings• Planned monthly events for Towle and Cunningham Residents in weekly Hall Association meetings outside RHA meetings*RHA: the umbrella student government that represents each resident of the UC dorm system and supports all 15 Hall Associations Campus-wide*
  • Pi Sigma Epsilon Consulting Business Fraternity
    President Of Pledge Class
    Pi Sigma Epsilon Consulting Business Fraternity Jan 2015 - Apr 2015
    • Oversaw class projects to guarantee execution of final deliverable• Coordinated all class meetings to ensure class met all goals and deadlines• Served as Primary Liaison between the Chapter, Executives, and Prospective Members

Marcus Lee Skills

Leadership Public Speaking Teamwork Critical Thinking Market Analysis Java Python Html Css Git Unix Salesforce Javascript Angularjs React.js Software Design Object Oriented Programming Software Quality Assurance C# .net Framework Android Studio Event Planning Community Outreach Marketing Korean Technical Leadership Spanish

Marcus Lee Education Details

  • University Of California, Berkeley
    University Of California, Berkeley
    Cognitive Science

Frequently Asked Questions about Marcus Lee

What company does Marcus Lee work for?

Marcus Lee works for Charles Schwab

What is Marcus Lee's role at the current company?

Marcus Lee's current role is Software Developer III - Personalized Investing at Charles Schwab.

What is Marcus Lee's email address?

Marcus Lee's email address is ma****@****wab.com

What schools did Marcus Lee attend?

Marcus Lee attended University Of California, Berkeley.

What skills is Marcus Lee known for?

Marcus Lee has skills like Leadership, Public Speaking, Teamwork, Critical Thinking, Market Analysis, Java, Python, Html, Css, Git, Unix, Salesforce.

Who are Marcus Lee's colleagues?

Marcus Lee's colleagues are Brooke Varney, Dolores Heaton, Christine Wang, Madison Ubry, Pamela Smith, Praneeth Margam Cissp, Ian Stuart, Cfa®, Cfp®.

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