Lindsey Harmon

Lindsey Harmon

Nursery Lead

Followers of Lindsey Harmon1000 followers
location of Lindsey HarmonDallas-Fort Worth Metroplex

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  • Timeline

  • About me

    Sr. Team Manager, Retention and Outreach at Charles Schwab

  • Education

    • West Texas A&M University College of Business

      2013 - 2016
      Bachelor of Business Administration - BBA Economics 3.84

      Activities and Societies: Activities: Zeta Tau Alpha, Economics Club, Student Managed Investment Fund Portfolio Manager/ Honors: Phi Kappa Theta, National Society of Leadership and Success, Mortar Board, Order of Omega, Omicron Delta Epsilon, Economic’s Club, Finance and Accounting Club, Dean's List, President's List

    • West Texas A&M University College of Business

      2013 - 2016
      Bachelor of Business Administration - BBA Finance 3.84

      Activities and Societies: Activities: Zeta Tau Alpha, Economics Club, Student Managed Investment Fund Portfolio Manager/ Honors: Phi Kappa Theta, National Society of Leadership and Success, Mortar Board, Order of Omega, Omicron Delta Epsilon, Economic’s Club, Finance and Accounting Club, Dean's List, President's List

  • Experience

    • Faith Covenant Nursery

      May 2010 - May 2013
      Nursery Lead
    • Borger Independent School District

      Nov 2014 - Nov 2015
      Substitute Teacher
    • Xcel Energy

      Jan 2016 - Sept 2016
      Project Cost
    • Charles Schwab

      Mar 2017 - now
      • Sr. Team Manager, Retention and Outreach

        Feb 2021 - now
      • Team Manager, Financial Consultant Academy

        Mar 2019 - Feb 2021
      • Registered Broker

        Jul 2018 - Mar 2019
      • Financial Consultant Academy Participant, FSP

        Mar 2017 - Jul 2018
  • Licenses & Certifications

    • Series 66

      FINRA
    • Series 10

      FINRA
    • Series 4

      FINRA
    • Series 9

      FINRA
    • Series 7

      FINRA