Beatrix Haugen
Director, Operations | Charles Schwab | Product mgmt. and vendor optimization across regulatory client communications, record keeping technology, print and mail, and offshore BPO | National WINS Co-chair
- Role
- Director, Product & Platform Management Operational Services at Charles Schwab
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Beatrix Haugen
What excites me: Leading high-performing teams delivering cross-enterprise transformation initiatives that improve scale; inspiring my teams to embrace continuous evolution through adaptability, growth mindset, curiosity, and strong collaboration across enterprises and third-party partners. I currently lead an organization of Platform & Product Mgmt. teams in Schwab’s Operational Services division. The portfolio includes applications and vendors supporting: Record Retention & E-comm Surveillance, Regulatory Communications (e.g, account statements, trade confirmations), Paperless product/program, digital consent capture tooling, along with mailings and Offshore BPO.I am also a passionate co-chair of the Women’s Interactive Network at Schwab (WINS) National Employee Resource Group of 6K members and 20+ chapters. Previous financial services experience includes multi-faceted roles: Chief of Staff/Business Strategy (in both the contact center and Retail field enablement organizations), Operations Integration Mgmt. Office (supporting the Ameritrade merger), Transformation, Risk & Control Change Management, and Business Unit Risk.
Experience
Director, Product & Platform Management Operational Services
May 2023 — Present · Phoenix, AZ, US
Education
Loyola University Chicago
Bachelor's Degree, Communications
2010 — 2012
Marymount California University
Associate's Degree, Arts
2008 — 2010
Skills
- Newsletters
- Public Relations
- Media Relations
- Marketing Communications
- Illustrator
- Nonprofits
- Sponsorship
- Strategic Planning
- Press Releases
- Microsoft Office
- Marketing
- Wordpress
- Training
- Volunteer Management
- Microsoft Excel
- Powerpoint
- Email Marketing
- Event Planning
- Teamwork
- Social Media
- Html Emails
- Customer Service
- Youtube
- Creative Writing
- Community Outreach
- Community Development
- Cision
- Video Editing
- Graphic Design
- Social Networking
- Event Management
- Social Media Marketing
- Quickbooks
- Fundraising
- Non-Profits
- Corporate Communications
- Blogging
- Public Speaking
- Research
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