Women in Leadership Advisory Member

Julie Lengyon

Active Term: 11/2022 - 11/2023

Areas of Expertise

• Pillars of Positivity
  
• Inspiring Emotional Intelligence
  
• Winning Work-Life Balance & Mentoring
  
• Improving Communication Habits
  
• Advocacy, Actions & Accountability
  
• Driving Ideas, Intellectual Growth & Transformation

Mutual Fund Specialist

Charles Schwab

Individual Contributor (Mutual Funds) for Charles Schwab. 

I research and resolve out of balances between Schwab, Mutual Fund companies, and Clearing Correspondents using various systems related to trades, transfers and/or dividends. Accurately process manual trade activity and make adjustments. Monitor and work with various types of external industry partners to process trade uploads, rejects, dividend payments and reconciliation. I work closely with transfer agents and fund accounting to perform daily operations such as trading, dividends, and/or wire settlement. Perform cash and stock reconciliations and analyze and resolve complex breaks.

In personal time I love volunteering and giving back to my community. I have led various volunteer events such JA IN A DAY, MoneyWise America (Charles Schwab), Susan G. Komen Race for the Cure Walk, MMRK 5K Walk, Heart Walk and AIDS Walk South Dallas.

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