Christopher Eaton
Senior Manager - Advisor Wealth Services Charles Schwab
- Role
- Senior Manager - Advisor Wealth Services at Charles Schwab
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Christopher Eaton
My StrengthsFinder 2.0 strengths: 1. Discipline 2. Focus 3.…
Experience
Senior Manager - Advisor Wealth Services
Jul 2018 — Present · Dallas-Fort Worth, TX, US
Lead representatives who provide a consultative service approach to meet the needs of our advisor partners, clients, and employees• Develop team members through coaching, career development, mentoring, and motivational techniques• Assess and resolve complex escalated client issues while helping them navigate Charles Schwab’s products and services• Provide creative ideas and solutions that will benefit the business and set the strategic direction of the segment• Anticipate potential risk issues pertaining to all facets of the operation while presenting and implementing proactive solutions• Work collaboratively within the leadership team to support cross-departmental projects and initiatives
Education
Sam Houston State University
Bachelor of Science (B.S.)
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