Brad Keely is a seasoned professional currently serving as the Head of Personal Investor Tax and Cost Basis. With extensive experience at Charles Schwab from 2019 to 2024, they held several leadership roles, including Managing Director, where they directed significant teams across various operational functions. Known for fostering team engagement and driving business results, Brad has demonstrated a commitment to client service and operational excellence throughout their career. They are continuing their education at Long Island University.
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