Christopher Bohlsen
- Role
- Managing Director, Client Services & Support Business Management at Charles Schwab
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Christopher Bohlsen
I am a leader that works to ensure the success of the team and growth of my team members.…
Experience
Managing Director, Client Services & Support Business Management
Mar 2022 — Present
Responsible for driving strategy within Workforce Management, Capacity Planning, Better Way to Excellence (LEAN) supporting both the Charles Schwab and TD Ameritrade broker-dealers. I am a member of the Omaha Leadership Council as well as Executive Sponsor of GLOBE Omaha, our local multi-cultural ERG. Our focus will always be on improving our employee experience while driving innovative improvements for our clients, making interactions easier and more efficient
Skills
- Leadership Development
- Series 63
- Financial Services
- Management
- Investments
- Securities Regulation
- Portfolio Management
- Financial Markets
- Customer Satisfaction
- Wealth Management
- Trading
- Risk Management
- Mutual Funds
- Securities
- Organizational Effectiveness
- Customer Service
- Series 7
- Asset Management
- Options
- Employee Engagement
- Social Media
- Leadership
- Derivatives
- Finra
- Equities
- Change Management
- Financial Planning
- Call Centers
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