Micah Kempton
Project & Program Manager @Charles Schwab
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WORK HISTORY
Project & Program Manager @Charles Schwab
Lehi, UT, US
Implemented client financial risk assessments and firm thresholds to mitigate firm financial risk. • Coordinated creation of ~250 videos, courses, and articles for the Schwab & TD Ameritrade merger.• Consolidated TD Ameritrade and Schwab YouTube channels, retaining valuable subscribers.• Optimized compliance processes, ensuring smoother content creation.• Implemented timely rulings, complying with FINRA and SEC regulations.• Estimated and managed multi-year budget for contractors\' assistance during the Schwab transition.• Established a plan to reduce joint website news and data vendors significantly in a multi-year strategy.• Coordinated impactful in-branch presentations to boost client engagement.• Presented regular goal and project summaries to stakeholders.• Aligned diverse director strategies post Schwab & TD Ameritrade merger.• Pioneered AI-driven financial education content delivery.• Integrated Investools Education clients and tools into TD Ameritrade framework.• Streamlined Scottrade client onboarding through online and in-person education.• Transitioned legacy trading products, retaining clients.• Established standardized workflows with JIRA and Confluence for program and project tracking.• Orchestrated cross-unit planning sessions and resource allocation.• Supervised vendor relationships across educational projects.• Organized annual Investment Education Conference for high-value clients at Vegas MGM Grand.• Coordinated travel and content for 6 branch reps to visit 350 nationwide branches in 4 months.
EDUCATION
Brigham Young University - Hawaii
Bachelors of Science
SKILLS
ABOUT MICAH KEMPTON
Experienced project and program manager with 17+ years in finance and technology project…
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