Women in Leadership Advisory Member |
Julie Lengyon
Active Term: 11/2022 - 11/2023
Areas of Expertise
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Mutual Fund SpecialistCharles SchwabIndividual 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. |