See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Matt Van Dyke profile image

Matt Van Dyke

Manager, SRM Business Transition Svcs Regional Advisor Relations at Charles Schwab
Intro Book
Matt Van Dyke, a seasoned manager with 3+ years of experience in customer service, marketing, and project management, holds a Bachelor's Degree in Business Administration from Western State Colorado University, and is proficient in Microsoft Office, Adobe Creative Suite, and digital photography.
  • Claim this Profile
Location
Encinitas, California, United States, US
Skills
  • Microsoft Office
  • Customer Service
  • Social Media
  • Marketing
  • Microsoft Excel
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Matt Van Dyke is a seasoned executive with a proven track record of driving business growth and delivering exceptional customer experiences. As a Manager at Charles Schwab, he oversees the SRM Business Transition Svcs Regional Advisor Relations, guiding high-profile clients through complex transition processes. Prior to this role, Matt held senior positions at TD Ameritrade Institutional, where he managed large-scale projects and developed strategic relationships with key clients. His expertise spans marketing, customer service, and digital media, with a strong background in project management and team leadership.

Experience

  • Charles Schwab
    • Manager, SRM Business Transition Svcs Regional Advisor Relations
      • Jun 2021 - Present

  • TD Ameritrade Institutional
    • United States
    • Financial Services
    • 300 - 400 Employee
    • Senior Relationship Manager
      • Oct 2017 - Jun 2021

      Project manager, oversees transition process for $100 million+ firms to TD Ameritrade.

    • Relationship manager II
      • Sep 2016 - Oct 2017

      Core West 5 service team

    • Relationship Manager I
      • Feb 2016 - Sep 2016

      Independence service team

  • Nixon
    • United States
    • Retail Apparel and Fashion
    • 300 - 400 Employee
    • Customer Service Representative
      • Sep 2013 - Feb 2016

      Representative for end-customer support.Providing in depth knowledge on technical products.Managing open sales orders, service orders, and returns.Answering a high volume of phone and email inquiries daily.Providing excellent customer service for customer-end and wholesale accounts.Assisting in fraud screening and fraud prevention.

    • Warehouse Generalist
      • Sep 2012 - Sep 2013

      Fulfilled and shipped end customer and retail account product orders.Completed a variety of projects and assisted with quality control and outbound shipments.

  • Western State Colorado University
    • Gunnison, CO
    • Office Assistant
      • Sep 2011 - Sep 2012
      • Gunnison, CO

      Assisted in planning and working special events.
Managed data entry logs for historical records and alumni lists. 
Completed a variety of miscellaneous office tasks.

Education

  • 2009 - 2012
    Western State Colorado University
    Bachelor’s Degree, Bachelor of Business Administration (B.B.A.)with an emphasis in Marketing. Minor in Economics.
  • 2007 - 2009
    Saddleback College
    Associate’s Degree, General Studies

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles