Molly T. Whelan
Business Operations & Client Experience Executive | Managing Director at Charles Schwab | Driving Growth, Operational Scale & Customer-Centric Transformation
- Role
- Managing Director, Sales Operations at Charles Schwab
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Molly T. Whelan
Business operations and client experience executive with a proven track record of driving growth, improving customer satisfaction, and scaling teams and operations. Known for leading cross-functional initiatives that strengthen client relationships, increase profitability, and streamline operations. Passionate about delivering standout customer experiences while building strong teams and developing future leaders.
Experience
Managing Director, Sales Operations
Oct 2019 — Present · San Francisco, CA, US
Education
The Wharton School
Executive Education, Securities industry institute
Gonzaga University
BA, History, Political Science
American University
MBA, International Management and Finance
2002 — 2004
Skills
- National Association of Securities Dealers (Nasd) Series 7 Licensed
- Product Development
- Integrated Marketing
- Multi-Channel Marketing
- Business Development
- Leadership
- Start-Ups
- Strategy
- Program Management
- Analytics
- Brand Management
- Cross-Functional Team Leadership
- Business Strategy
- Marketing Strategy
- Strategic Partnerships
- Entrepreneurship
- Product Management
- Business Planning
- Financial Services
- Crm
- Marketing
- Account Management
- Sales
- Strategic Planning
- Market Research
- Relationship Management
- Direct Marketing
- Management
- Segmentation
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