Position:
Vice President, Field Integration at Charles Schwab
Work:
Charles Schwab
since May 2011
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Vice President, Field Integration
Charles Schwab
Jun 2010 - May 2011
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Vice President, Client Experience
Charles Schwab
Feb 2010 - Jun 2010
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Vice President, Client Development Team & Active Trader Sales
Charles Schwab
Jan 2007 - Feb 2010
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Vice President, Client Relationship Development, Active Trader Sales, & Portfolio Advice
Charles Schwab
Jan 2005 - Jan 2007
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Vice President and Branch Manager
Charles Schwab
Mar 2002 - Jan 2005
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Sales Manager
Charles Schwab
Jan 1997 - Apr 2002
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Senior Manager, Team Manager II and Team Manager I
Education:
Colorado State University 1987 - 1991
BS, Business Administration
Skills:
Client Experience, Client Service, Series 7, Series 63, Series 24, Asset Allocation, Series 66, Call Center, Cross Selling, Product Management, Product Development, Integration, Project Implementation, Project Portfolio Management, Customer Experience, Financial Services, CRM, Strategy, Uniform Combined State Law, Process Improvement, Management, Program Management, Leadership, Sales Management, Risk Management, Strategic Planning, Cross-functional Team Leadership, Investments, Business Process Improvement, Content Management, Content Strategy, Applications, Internal Communications, Mentoring, Project Management, Executive Management, Finance, Mutual Funds, Training, Business Strategy, Budgets, Business Analysis, Sales Operations, Relationship Management
Certifications:
General Securities Principal - (Series 24), FINRA -
General Securities Sales Supervisor - (Series 9 and 10), FINRA
General Securities Representative (Series 7), FINRA
Uniform Securities Agent State Law Examination - (Series 63) Securities Agent, NASAA
Uniform Combined State Law Examination - (Series 66) Securities Agent and Investment Adviser Representative, NASAA