Jon Bowman
- Role
- Senior Manager, Operational Risk at Charles Schwab at Charles Schwab
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Jon Bowman
Financial services leader with 15 years of experience. • Proven ability to build…
Experience
Senior Manager, Operational Risk at Charles Schwab
Oct 2020 — Present
Education
College for Financial Planning
CRPS, Chartered Retirement Planning Specialist Course
2014 — 2014
University of North Texas
Bachelor’s Degree, Applied Technology and Performance Improvement
2015 — 2017
Middlesex University
The Mechanics of Risk Management Course
2018 — 2019
Skills
- Brokerage
- Series 7
- Performance Management
- Wealth Management
- Employee Training
- Options
- Retirement
- Back Office
- Outlook
- Series 63
- Microsoft Office
- Operations Management
- Change Management
- Uniform Combined State Law
- Finra
- Investments
- 401k
- Series 24
- Team Building
- Coaching
- Financial Services
- Equities
- Securities
- Business Process Improvement
- Retirement Planning
- Salesforce.com
- Team Leadership
- Process Improvement
- Relationship Management
- Management
- Customer Satisfaction
- Risk Management
- Leadership
- Iras
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