Courtney McGill

Courtney McGill

Sr. Manager, Tax and Retirement Operations
Dallas, Texas, United States

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Work Experience

Charles Schwab

Sr. Manager, Tax and Retirement Operations

2023-02-01 - Present

TD Ameritrade

Sr Manager, Tax and Retirement Operations

2013-11-01 - 2023-02-01

AXA Advisors

Investment Consultant

2008-10-01 - 2009-05-01

Fidelity Investments

401K Specialist

2007-06-01 - 2008-09-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English