Michael Buckley
Senior Manager of Trading Solutions at Charles Schwab
- Role
- Trading Solutions Senior Manager at Charles Schwab
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Michael Buckley
MBA student at Creighton University, seasoned financial services professional, and…
Experience
Trading Solutions Senior Manager
Jun 2023 — Present · Omaha, NE, US
Led a team of 13 sales and education professionals, generating $4.6 million in annual revenue and $884 million in net new client assets from Schwab’s base of 1.3 million advanced trading clients- Achieved top team performance among 7 team department in net new assets, clients satisfaction, and revenue growth for three consecutive years- Developed 7 team members to achieve promotions to next-level roles through targeted coaching and professional development, driving individual and organizational success- Achieved top employee satisfaction scores compared to department and company for past three consecutive years- Received company award in 2022 and 2023 for exceptional leadership and business impact
Education
Creighton University
Master of Business Administration - MBA
2024 — 2026
University of Nebraska at Omaha
Bachelor of Business Administration - BBA
2006 — 2011
Skills
- Insurance
- Investments
- Banking
- Risk Management
- Analysis
- Wealth Management
- Retail Banking
- Retirement Planning
- Finance
- Credit
- Team Building
- Financial Analysis
- Outlook
- Series 63
- Financial Services
- Event Planning
- Series 7
- Customer Service
- Microsoft Office
- Sales
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