Thomas Pepe
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Thomas Pepe Email & Phone Number

Financial Services Professional | 10+ Years in FX, Investment Operations, & Corporate Actions | MS in Finance | Expertise in Client Service & Process Optimization at Charles Schwab
Location: Boston, Massachusetts, United States 4 work roles 3 schools
1 work email found @firstrepublic.com 1 phone found area 860 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email t****@firstrepublic.com
Direct phone (860) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Charles Schwab
Role
Financial Services Professional | 10+ Years in FX, Investment Operations, & Corporate Actions | MS in Finance | Expertise in Client Service & Process Optimization
Location
Boston, Massachusetts, United States
Company size
33019 employees

Who is Thomas Pepe? Overview

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Quick answer

Thomas Pepe is listed as Financial Services Professional | 10+ Years in FX, Investment Operations, & Corporate Actions | MS in Finance | Expertise in Client Service & Process Optimization at Charles Schwab, a company with 33019 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at firstrepublic.com, phone signal with area code 860, and a matched LinkedIn profile for Thomas Pepe.

Thomas Pepe previously worked as Foreign Exchange Operations at First Republic Bank and Corporate Actions Analyst at Wellington Management LLC at Starpoint Solutions. Thomas Pepe holds Master Of Science - Ms, Finance, General from Bentley University - Mccallum Graduate School Of Business.

Company email context

Email format at Charles Schwab

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{first_initial}{last}@firstrepublic.com
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Profile bio

About Thomas Pepe

Financial services professional with over 10 years of experience in foreign exchange, corporate actions, and investment operations within the investment management and private banking industry. Hold a Master of Science in Finance degree from Bentley University, enhancing analytical and strategic decision-making capabilities. Demonstrated ability to manage projects, support operational processes and contribute to team success. Eager to leverage academic knowledge and practical experience to drive value and efficiency in a dynamic financial environment.

Listed skills include Speak Spanish, Write In Spanish, Read Spanish, Microsoft Office 2007, and 3 others.

Current workplace

Thomas Pepe's current company

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Charles Schwab
Charles Schwab
Financial Services Professional | 10+ Years in FX, Investment Operations, & Corporate Actions | MS in Finance | Expertise in Client Service & Process Optimization
Boston, Massachusetts, United States
Website
schwab.com
Employees
33019
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4 roles

Thomas Pepe work experience

A career timeline built from the work history available for this profile.

Foreign Exchange Operations

First Republic Bank

San Francisco, CA, US

Process incoming and outgoing foreign currency wires through internal systems and external platforms in accordance with wire transfer deadlines and market constraintsLead operational efficiency projects by communicating between vendors, correspondent banks and senior management both verbally and through written documentation to develop and coordinate.

Mar 2020 - Jul 2024

Corporate Actions Analyst At Wellington Management Llc

Starpoint Solutions

New York, NY, US

Researched, managed, and processed both equity and fixed income-based, domestic and international corporate action events via company systems.Supported Portfolio Management teams by providing thorough analysis and understanding of voluntary and mandatory corporate actions including derivative products Collaborated directly with multiple interdepartmental.

Apr 2017 - Jul 2019

Corporate Actions Specialist

State Street

Boston, Massachusetts, US

Researched, notified and processed corporate action events containing a high degree of principal risk with stringent deadlines in accordance with internal and external procedures and regulations.Utilized market resources such as depositories, sub-custodians or external vendors to interpret information via company prospectus to validate offer details on.

Jun 2012 - Apr 2017
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts for 33019 employees →

MV Marc Villa Marc Villa Colleague at Charles Schwab Tempe, Arizona, United States, United States View → EK Elena Koretsky Elena Koretsky Colleague at Charles Schwab San Antonio, Texas, United States, United States View → TJ Tim Jones Tim Jones Colleague at Charles Schwab Greater Phoenix Area, United States View → PK Pavani Konkimalla Pavani Konkimalla Colleague at Charles Schwab Atlanta Metropolitan Area, United States View → AL Alicia Lui Alicia Lui Colleague at Charles Schwab San Francisco, California, United States, United States View → CC Chris Candela Chris Candela Colleague at Charles Schwab Anaheim, California, United States, United States View → JS Joe Sciscione Joe Sciscione Colleague at Charles Schwab New York City Metropolitan Area, United States, United States View → DS Don Sullivan Don Sullivan Colleague at Charles Schwab Medina, Ohio, United States, United States View → LU Lindsey Underwood, Cfp®, Cws Lindsey Underwood, Cfp®, Cws Colleague at Charles Schwab Greater Phoenix Area, United States, United States View → SS Shardool Singh Shardool Singh Colleague at Charles Schwab Englewood, Colorado, United States, United States View →
3 education records

Thomas Pepe education

Master Of Science - Ms, Finance, General

Bentley University - Mccallum Graduate School Of Business

Bachelor Of Arts - Ba, Marketing

Assumption University

Education record

Boston College High School
FAQ

Frequently asked questions about Thomas Pepe

Quick answers generated from the profile data available on this page.

What company does Thomas Pepe work for?

Thomas Pepe works for Charles Schwab.

What is Thomas Pepe's role at Charles Schwab?

Thomas Pepe is listed as Financial Services Professional | 10+ Years in FX, Investment Operations, & Corporate Actions | MS in Finance | Expertise in Client Service & Process Optimization at Charles Schwab.

What is Thomas Pepe's email address?

AeroLeads has found 1 work email signal at @firstrepublic.com for Thomas Pepe at Charles Schwab.

What is Thomas Pepe's phone number?

AeroLeads has found 1 phone signal(s) with area code 860 for Thomas Pepe at Charles Schwab.

Where is Thomas Pepe based?

Thomas Pepe is based in Boston, Massachusetts, United States while working with Charles Schwab.

What companies has Thomas Pepe worked for?

Thomas Pepe has worked for Charles Schwab, First Republic Bank, Starpoint Solutions, and State Street.

Who are Thomas Pepe's colleagues at Charles Schwab?

Thomas Pepe's colleagues at Charles Schwab include Marc Villa, Elena Koretsky, Tim Jones, Pavani Konkimalla, and Alicia Lui.

How can I contact Thomas Pepe?

You can use AeroLeads to view verified contact signals for Thomas Pepe at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Thomas Pepe attend?

Thomas Pepe holds Master Of Science - Ms, Finance, General from Bentley University - Mccallum Graduate School Of Business.

What skills is Thomas Pepe known for?

Thomas Pepe is listed with skills including Speak Spanish, Write In Spanish, Read Spanish, Microsoft Office 2007, Powerpoint, Microsoft Excel, and Microsoft Word.

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