Brian Kooienga

About Brian Kooienga

Experienced Senior Team Manager with a demonstrated history of working in the financial and customer service industry. Skilled in Microsoft Word, Excel, PowerPoint, Sales, Salesforce, TimeTrade/Engageware, Workday, Event Management, and Fundraising. Strong finance professional with undergrad degree in Finance and Marketing as well as an MBA from Creighton University.

Experience

1. Senior Manager, Investor Development Team

   Charles Schwab

   May 2025 — Present

   Primary focus is to lead, coach, develop and support the team of Investment Consultants resulting in asset accumulation and retention through delivering the full value of the Charles Schwab platform.• Create an environment where Mass Affluent ($250k -$1MM) clients receive an outstanding experience while pursuing their personal financial goals.• Educate and coach associates on Charles Schwab’s tools and resources to build a team that’s able to engage in robust dialogue that focuses on and addresses client concerns, expectations and goals.• Focused on the achievements of better results and continuous improvement and responding effectively to changing circumstances.• Collaborate and leverage the support of key business partners while managing compliance, supervisory, and staffing needs of the team.• Work and interact within the Investor Development Team, Branches, and larger business partner environment in a manner that respects the needs and contributions of others.• Understand Charles Schwab’s value proposition and use that knowledge to optimize the interactions between the company and the client.

Education

• Creighton University

  MBA, Business Administration

  2010 — 2012

• Creighton University

  Bachelor of Science, Business Administration; Marketing and Finance

  2006 — 2010

• Creighton University

  Masters of Science in Negotiation and Dispute Resolution, Peace Studies and Conflict Resolution

  2012 — 2013