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
Customer/Client ServiceView LinkedIn profile

About Brian Waldron

As a dynamic and agile Risk, Compliance, and Operations Executive, I bring extensive…

Experience

  1. Financial Services Representative

    Charles Schwab

    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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Brian Waldron — Financial Services Representative at Charles Schwab in Omaha, NE, US | Unifers