Lee Radke
@leeradke
Financial services professional helping retail investors navigate accounts with trusted, client-first guidance and certifications.
ZimbabweWhat I'm looking for
I’m a Financial Services Professional and former Financial Services Trainee focused on supporting retail investors through Charles Schwab. I work with clients on Educationtheir Charles Schwab profiles and help process security transactions on their accounts, backing every recommendation with the right credentials.
During my trainee program, I delivered consistent client education on products and services offerings while handling 30+ calls per day with new and existing clients. I completed the extensive Financial Services Trainee program, graduated December 2023, and transitioned to Professional in January 2025—while passing the SIE, Series 63, and Series 7.
Outside finance, I bring strong communication and content skills from freelance sports writing and hands-on instruction in golf. As a FanSided writer, I published year-round editorial content (averaging 45K+ views per article), and as a Pro Shop Associate & Golf Instructor, I managed reservations, coordinated corporate outings, and led group lessons for injured veterans.
Experience
Work history, roles, and key accomplishments
Financial Services Professional
Charles Schwab
Jan 2025 - Present (1 year 6 months)
Partnered with retail investors to assist with services related to their Charles Schwab profiles. Effected security transactions on customers' behalf and educated clients on products and services.
Financial Services Trainee
Charles Schwab
Apr 2024 - Dec 2024 (8 months)
Completed the Financial Services Trainee program, managing 30+ calls per day with new and existing clients. Passed the SIE, Series 63, and Series 7 certifications and was transitioned to Professional in January 2025.
Pro Shop Associate & Golf Instructor
Grand Falls Resort
Apr 2023 - Apr 2024 (1 year)
Managed golf reservations and scheduling and coordinated with resort teams to run corporate golf outings. Led group golf lessons on behalf of the GIVE Foundation for Golf for Injured Veterans Everywhere.
Freelance NFL Football Blogger
FanSided
Mar 2022 - Apr 2024 (2 years 1 month)
Published freelance sports writing covering the Chicago Bears. Produced editorial content including league updates, NFL draft coverage, and roster development, averaging 45K+ views per article.
Golf Outside Services Associate
Terravita Golf & Country Club
Jan 2023 - Present (3 years 6 months)
Worked as a Golf Outside Services Associate.
Golf Outside Services Associate
Tonto Verde Golf Club
Jan 2022 - Present (4 years 6 months)
Worked as a Golf Outside Services Associate.
Golf Outside Services Associate
Gainey Ranch Golf Club
Jan 2022 - Present (4 years 6 months)
Worked as a Golf Outside Services Associate.
Education
Degrees, certifications, and relevant coursework
South Dakota State University
Bachelor of Science, Financial Planning & Consumer Affairs
Earned a B.S. in Financial Planning & Consumer Affairs, graduating in December 2023.
Tech stack
Software and tools used professionally
Availability
Location
ZimbabweAuthorized to work in
United StatesJob categories
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