HC
Howard C. Lee
Audit and Regulatory Oversight
Charles Schwab•San Francisco, California, United States
View LinkedIn ProfileExperience14+ Years
LevelCXO
Executive Overview
Member of State Bar of California CFA Level 2 Candidate
Career Timeline
- Charles SchwabCurrentFeb 2012–Present· 14 yrs 8 mos
- Managing DirectorCurrentMar 2017–Present
- Senior Manager, Risk Management and Regulatory OversightFeb 2012–Dec 2025
Education
Doctor of Law (JD)
University of San Francisco School of LawMaster of Business Administration (MBA)
University of San Francisco School of ManagementBachelor of Arts (B.A.)
University of California, BerkeleyExecutive Relationship Map
Reports To
Howard C. Lee
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer
Skills & Expertise
Strategic PlanningData AnalysisLegal ResearchMicrosoft OfficeFinancial ReportingResearchFinancial AnalysisLegal WritingFinancial ModelingMicrosoft ExcelAccounting