Charlene S.

Associate Vice President, Financial Data & Operations Specialist at D.A. Davidson & Co.

Charlene S. has extensive work experience in various administrative and operational roles. Starting in 1999, they worked as a Receptionist and later promoted to an Executive Assistant at Arthur Andersen & Co. From 2002 to 2007, they served as a New Business Administrator at John Hancock Financial Services. In 2007, they worked as a Customer Service Logistics at Teeny Foods Corp. From 2008 to 2010, they held the position of Executive Assistant to the President at Leader Capital Corp. Charlene then transitioned to the role of Operations Associate & Recruiting Manager, where they handled various tasks, including trade processing, accounts payable, compliance, recruiting, and managing office technology. Prior to their current position, they worked as an Office Administrator at Edward Jones from 2017 to 2020. Currently, they are an Associate Vice President, Financial Data & Operations Specialist at D.A. Davidson Companies, where their responsibilities include managing financial data, assisting sales and trading, and ensuring accurate reporting.

From 1996 to 1998, Charlene S. attended Lane Community College. No degree or specific field of study information is available for this period.

Links

Previous companies

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Timeline

  • Associate Vice President, Financial Data & Operations Specialist

    January, 2020 - present