Khanh Le has over 23 years of experience in the financial services industry, currently serving as a Transaction Support Specialist III at Avantax Wealth Managementâ„ since July 2000. Responsibilities include contacting advisors and House account clients regarding account-related transactions, as well as identifying and recommending process and procedure improvements. Concurrently, Khanh Le has worked in Mutual Fund Operations at H.D. Vest Financial Services since July 2000. Educational background includes a Bachelor of Science in Electrical Engineering (BSEE) from the University of Oklahoma.
Location
Dallas, United States