Experience

Schwab Advisor Services

• United States
• Financial Services
• 100 - 200 Employee

• Technology Engineer

  • May 2014 - Present

  Raleigh-Durham, North Carolina Area Subject Matter Expert assisting a Business Development region guiding qualified prospects through technology solutions required to run an RIA office. Serve as a technology consultant and thought partner helping simplify technology decisions and provide solutions which highlight Schwab's commitment ot the RIA space, allowing advisors to grow, compete and succeed in the marketplace.



Schwab Performance Technologies

• Sales Manager

  • Jun 1999 - May 2014

  Managed a team of 4, overseeing the Eastern half of the country Met quarterly sales goals and objectives Worked with prospects ranging from $10 million to $1 billion assets under management for technology needs Worked with escalated issues from current clients

• Client Technical Support

  • Feb 1998 - Jun 1999