- Coinbase (Austin, TX)
- …Compliance Committee, external auditors, and internal and external legal counsel. * Support Investor Relations through tie out and other quality assurance review ... of their externally published materials, and prepare and file the earnings release 8-K. * Prepare the accounting/finance portion of quarterly Disclosure Committee and Audit Committee decks and present at the Disclosure Committee meeting. * Lead the Maintain… more
- Charles Schwab (Westlake, TX)
- …compelling presentations and talking points. Examples include, quarterly business reviews, investor relations business spotlights, notes for leader speaker ... of Advisor Experience and Platform Solutions in Advisor Services and supports the Head of Schwab Advisor Services. The Executive Planning team assists in running the… more