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@schwab.com
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Thomas Wheaton is listed as Senior Specialist, Trading Operations at Charles Schwab (Margin Department) at Charles Schwab, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Thomas Wheaton.
Thomas Wheaton previously worked as Senior Specialist, Trading Operations (Margin Department) at Charles Schwab and TradeWise Client Support Specialist at Td Ameritrade. Thomas Wheaton holds Certificate, Paralegal Studies from Roosevelt University.
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AeroLeads found 1 current-domain work email signal for Thomas Wheaton. Compare company email patterns before reaching out.
Detail oriented. Very organized. Well-rounded. Outgoing. Looking to utilize the skills I have in my arsenal and expand on them, gain new experiences.
Listed skills include Financial Analysis, Series 7, Series 63, Series 3, and 2 others.
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A career timeline built from the work history available for this profile.
Westlake, Texas, US
Involved in providing support via e-mails and phone calls to Charles Schwab clients or representatives of the company that have questions and issues in regards to Margin. Also, work on the validation or invalidation of Day Trade Calls, coding a client’s account where now the client is considered a pattern day trader, and closing cases where clients have.
Omaha, NE, US
Involved in providing customer support via e-mails and phone calls in regards to TD Ameritrade clients who are interested in our services. TradeWise Advisors, Inc. is a trading advisory affiliate of TD Ameritrade in which a client can participate in any of the ten different trading strategies offered by us and subscribe to any one for a fee. The client.
Omaha, NE, US
Involved in providing customer support via e-mails and phone calls in regards to TD Ameritrade Clients’ accounts: involving opening, closing, maintenance, cash and position balance, funding issues, documentation, commission and other fees, margining, net liquidity, exercises and assignments, charting, overall system and platform issues, technological.
New York, New York, US
Senior Options Clearance Specialist: Wire Desk / Trade Reconciliation. [Manager - December 2004 to August 2005].Involved in the opening and closing of Citigroup’s Wire Desk. Coordinator and liaison of various option problems between Citigroup’s customer base and the Options Trading Floor in Chicago. Worked with our main Trade Desk in South Carolina and the.
Senior Options Clearance Specialist: Wire Desk / Trade Reconciliation / Customer Service [Manager from August 2004 – December 2004].Involved in the opening and closing of Citigroup’s Wire Desk. Coordinator and liaison of various option problems between Citigroup’s customer base and the Options Trading Floor in Chicago. Worked with our main Trade Desk in.
Other employees you can reach at schwab.com. View company contacts →
Keshaun Stewart
Colleague at Charles Schwab
Indianapolis, Indiana, United States, United States
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CS
Chen Sykes
Colleague at Charles Schwab
Englewood, Colorado, United States, United States
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AW
Andrew Weeks
Colleague at Charles Schwab
Dallas-Fort Worth Metroplex, United States, United States
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LS
Lea Sales-Santos
Colleague at Charles Schwab
San Francisco Bay Area, United States
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SM
Sara Montejano
Colleague at Charles Schwab
Roanoke, Texas, United States, United States
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CD
Clayton D. Haisley
Colleague at Charles Schwab
Greater Indianapolis, United States
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VM
Venkateshwarlu Mallam
Colleague at Charles Schwab
Haslet, Texas, United States, United States
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JL
Julie Lekstutis
Colleague at Charles Schwab
Austin, Texas, United States, United States
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CG
Christopher Gabrial
Colleague at Charles Schwab
Roanoke, Texas, United States, United States
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CS
Charles Stern
Colleague at Charles Schwab
Lexington, Kentucky, United States, United States
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Quick answers generated from the profile data available on this page.
Thomas Wheaton works for Charles Schwab.
Thomas Wheaton is listed as Senior Specialist, Trading Operations at Charles Schwab (Margin Department) at Charles Schwab.
AeroLeads has found 1 work email signal at @schwab.com for Thomas Wheaton at Charles Schwab.
Thomas Wheaton is based in Greater Chicago Area, United States, United States while working with Charles Schwab.
Thomas Wheaton has worked for Charles Schwab, Td Ameritrade, Citi, and U.S.Clearing/Fleet Securities.
Thomas Wheaton's colleagues at Charles Schwab include Keshaun Stewart, Chen Sykes, Andrew Weeks, Lea Sales-Santos, and Sara Montejano.
You can use AeroLeads to view verified contact signals for Thomas Wheaton at Charles Schwab, including work email, phone, and LinkedIn data when available.
Thomas Wheaton holds Certificate, Paralegal Studies from Roosevelt University.
Thomas Wheaton is listed with skills including Financial Analysis, Series 7, Series 63, Series 3, Series 34, and Microsoft Word.
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