Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Kalie Reed

Keller,TX

Summary

Detail-oriented professional with experience supporting investment advisors and coordinating with multiple departments to resolve complex account issues. Known for strong communication, multitasking, and customer relationship management. Proven ability to keep services running smoothly and support team goals.

Overview

1
1
Certification
5
5
years of professional experience

Work History

AS Service Speicialist

Charles Schwab
Westlake, Texas
05.2026 - Current

AS Services Associate

Charles Schwab
Westlake, Texas
01.2025 - 05.2026
  • Handled inbound and outbound calls to support investment advisors with client account questions.
  • Prepared reports to support investment advisors and firm service needs.
  • Reviewed advisor-submitted information and recommended solutions for routine and complex issues.
  • Partnered with multiple departments at Schwab to resolve complex account issues.
  • Worked with team members and management to support day-to-day operations.

Site Director

Alphabest
Fort Worth, Texas
09.2021 - 11.2024
  • Supported staff scheduling, assignment coverage, and classroom backup needs.
  • Helped manage student check-in, attendance tracking, and dismissal routines.
  • Supported child safety licensing requirements and emergency preparedness procedures.
  • Assisted with staff training on behavior guidance, supervision, and program routines.

Education

Bachelor of Arts - International Studies

University of North Texas
Denton, TX
08-2022

Associate of Arts - General Studies

Tarrant County College
Fort Worth, TX
05-2022

Skills

  • Attention to detail
  • Effective communication
  • Team collaboration
  • Multitasking and organization
  • Customer relationship management
  • Operations support

Certification

  • SIE
  • Series 7
  • Series 63

Accomplishments

  • Schwab Champions Award 2026

Timeline

AS Service Speicialist

Charles Schwab
05.2026 - Current

AS Services Associate

Charles Schwab
01.2025 - 05.2026

Site Director

Alphabest
09.2021 - 11.2024

Bachelor of Arts - International Studies

University of North Texas

Associate of Arts - General Studies

Tarrant County College
Kalie Reed