Position:
Managing Director, Application Product Management and Client Experience at Charles Schwab Advisor Services
Work:
Charles Schwab Advisor Services
- Englewood, CO since Apr 2012
-
Managing Director, Application Product Management and Client Experience
Charles Schwab Advisor Services
- Englewood, CO Jun 2006 - Apr 2012
-
Senior Team Manager, Application Product Management
Schwab Institutional Trading
Mar 1994 - Jun 2006
-
Technical Trading Manager
Education:
University of Central Florida - College of Business Administration 1991 - 1995
BS, Business Administration
Skills:
Vendor Management, Series 63, Series 7, Equities, Financial Services, Process Improvement, Relationship Management, Risk Management, Series 9, Series 10, Client Experience, Strategy, Customer Experience