Matthew Schooley
Managing Director | Distribution Strategy, Relationship Management and Service at Charles Schwab
- Role
- Managing Director Head of Distribution Strategy, Relationship Management and Service at Charles Schwab
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Matthew Schooley
Strategic leader with a proven track record in driving organizational change…
Experience
Managing Director Head of Distribution Strategy, Relationship Management and Service
Jul 2025 — Present
Education
Western University
Honors BA
2006 — 2011
D'Amore-McKim School of Business at Northeastern University
MBA
2011 — 2013
Skills
- Coaching
- Data Analysis
- Fixed Income
- Datastream
- Bloomberg
- Valuation
- Strategic Planning
- Research
- Finance
- Customer Service
- Financial Analysis
- Macro Analysis
- Equities
- Financial Modeling
- Public Speaking
- Innovative Thinking
- Analytics
- Quantitative
- Economics
- Strategy
- Peer Group Analysis
- Asset Management
- Microsoft Office
- Sales
- Leadership
- Project Planning
- Leadership Development
- Asset Allocation
- Risk Management
- Business Analysis
- Client Presentation
- Portfolio Management
- Competitive Analysis
- Morningstar
- Microsoft Excel
- Management
- Investments
- Big-Picture Thinking
- Analysis
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