Brian Waldron
Financial Services Representative at Charles Schwab | Licensed & Registered Securities Representative
- Role
- Financial Services Representative at Charles Schwab
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Brian Waldron
As a dynamic and agile Risk, Compliance, and Operations Executive, I bring extensive…
Experience
Financial Services Representative
Mar 2025 — Present · Omaha, NE, US
Licensed and registered broker delivering an outstanding client experience for Charles Schwab clients seeking assistance with a variety of financial services related issues and questions. Building trust and inspire confidence through exceptional client interactions in a dynamic and fast-paced environment.
Education
University of Nebraska at Omaha
Master of Business Administration - MBA
Santa Clara University
Bachelor of Economics
Skills
- Credit Risk
- Product Management
- Credit Cards
- Financial Risk
- Strategic Planning
- Management
- Call Centers
- Operational Excellence
- Leadership
- Payments
- Team Leadership
- Process Improvement
- Operations Management
- Strategic Partnerships
- E-Payments
- Strategy
- E-Commerce
- Mobile Payments
- Fraud
- Operational Risk
- Cross-Functional Team Leadership
- Business Process Improvement
- Risk Management
- Analytics
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