HC

Howard C. Lee

Audit and Regulatory Oversight

Charles Schwab•San Francisco, California, United States

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Experience14+ Years
LevelCXO

Executive Overview

Member of State Bar of California CFA Level 2 Candidate

Career Timeline

Professional employment history
  • Feb 2012–Present· 14 yrs 8 mos
    • Managing DirectorCurrent
      Mar 2017–Present
    • Senior Manager, Risk Management and Regulatory Oversight
      Feb 2012–Dec 2025

Education

Doctor of Law (JD)

University of San Francisco School of Law

Master of Business Administration (MBA)

University of San Francisco School of Management

Bachelor of Arts (B.A.)

University of California, Berkeley

Executive Relationship Map

Reports To
Howard C. Lee
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer

Executive Network Preview

BizKonnect has mapped this leadership network including reporting hierarchies, peer connections, and cross-functional relationships.

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Skills & Expertise

11 of 11 skills
Strategic PlanningData AnalysisLegal ResearchMicrosoft OfficeFinancial ReportingResearchFinancial AnalysisLegal WritingFinancial ModelingMicrosoft ExcelAccounting