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Karie Lavalley
Manager, Generalist at Charles Schwab Investment Advisory, Inc.
Karie Lavalley is a dedicated professional with a background in Business Administration from the University of Vermont.
She currently serves as a Manager and Generalist at Charles Schwab Investment Management, Inc., where she brings in-depth expertise and experience to the role.
Prior to her current position, Karie worked as a Senior Reporting & Data Analyst at Wasmer Schroeder, showcasing her analytical skills and attention to detail.
Before that, she held the role of Assistant Director in Portfolio Analytics at HarbourVest Partners, demonstrating her proficiency in investment analysis and portfolio management.
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Location
Naples, Florida
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