OPERATIONS

Lee Setzen
Lee Setzen, Specialist

Lee Setzen is a Trading Operations Specialist at Charles Schwab Investment Advisory, Inc. ("CSIA"). He joined CSIA in 2016 and is responsible for supporting the Trading and Operations Management team. Prior to joining CSIA, Lee worked in the Client Service department at the Ayco Company.

Lee earned a B.S. in Finance and Business Management from Boston University.

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