Resumes
Resumes
![Charlie Panchev Photo 1 Charlie Panchev Photo 1](/img/not-found.png)
Senior Manager, Advisor Risk Oversight
View pageLocation:
Denver, CO
Industry:
Financial Services
Work:
Charles Schwab
Senior Manager, Advisor Risk Oversight
Bank of the West Jan 2017 - Sep 2018
Controls and Governance, Vice President
Tiaa Jul 2012 - Oct 2016
Compliance Associate Ii
Tiaa Mar 2010 - Jul 2012
Manager, Plan Sponsor Services
Tiaa Mar 2007 - Jun 2009
Manager, Institutional Client Services Operations
Senior Manager, Advisor Risk Oversight
Bank of the West Jan 2017 - Sep 2018
Controls and Governance, Vice President
Tiaa Jul 2012 - Oct 2016
Compliance Associate Ii
Tiaa Mar 2010 - Jul 2012
Manager, Plan Sponsor Services
Tiaa Mar 2007 - Jun 2009
Manager, Institutional Client Services Operations
Education:
University of Denver 1999 - 2001
Master of Business Administration, Masters Purdue University 1988 - 1993
Bachelors, Bachelor of Science, Leadership Leo Junior - Senior High School
Purdue University
Master of Business Administration, Masters Purdue University 1988 - 1993
Bachelors, Bachelor of Science, Leadership Leo Junior - Senior High School
Purdue University
Skills:
Project Management
Strategic Planning
Crm
Business Analysis
Sdlc
Financial Services
Vendor Management
Process Improvement
Management
Strategy
Change Management
Strategic Financial Planning
It Management
It Strategy
Leadership
Business Process Improvement
401K
Data Analysis
Start Ups
Series 6
Retirement
Business Strategy
Risk Management
Relationship Management
Project Portfolio Management
Sales
Series 63
Series 7
Finance
Mutual Funds
Banking
Business Relationship Management
Customer Relationship Management
Software Development Life Cycle
Strategic Planning
Crm
Business Analysis
Sdlc
Financial Services
Vendor Management
Process Improvement
Management
Strategy
Change Management
Strategic Financial Planning
It Management
It Strategy
Leadership
Business Process Improvement
401K
Data Analysis
Start Ups
Series 6
Retirement
Business Strategy
Risk Management
Relationship Management
Project Portfolio Management
Sales
Series 63
Series 7
Finance
Mutual Funds
Banking
Business Relationship Management
Customer Relationship Management
Software Development Life Cycle
![Charlie Panchev Photo 2 Charlie Panchev Photo 2](/img/not-found.png)
Manager Of Community Relations
View pageLocation:
Denver, CO
Industry:
Financial Services
Work:
Myfinancialadvice, Inc.
Manager of Community Relations
Manager of Community Relations