Peter Puoch
Operations Associate at Charles Schwab | Asset Transfer Services - ACAT Transfers | ETL Projects | SQL • Python • Docker • BigQuery
- Role
- Operations Associate at Charles Schwab
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Peter Puoch
I operate at the intersection of financial precision and technical execution. At Charles Schwab, I manage high-volume asset transfers (ACAT) across a range of investment accounts—brokerage, IRA, Roth, trust—from top-tier firms like Vanguard, JPMorgan, and Fidelity. I coordinate directly with financial advisors, investment associates, and operations teams to resolve rejections, interpret financial statements, and ensure regulatory alignment.Working inside the financial core has sharpened my ability to identify inefficiencies and think in systems. That’s what led me to data engineering. I’ve since begun building production-ready data pipelines using SQL, Python, Docker, and BigQuery, with visualizations powered by Tableau. Each project reflects my focus on clean architecture, reproducibility, and real-world relevance—now showcased in a live GitHub portfolio.As I expand my tooling into Airflow, FastAPI, and more complex deployments, I’m aligning my work with data platforms that drive decisions at scale. My goal: deliver high-integrity data solutions that support finance, operations, and analytics with the same reliability expected in asset custody and transfer.
Experience
Operations Associate
Aug 2024 — Present
Education
University of Nebraska at Omaha
Bachelor of Science - BS, Sociology - concentration in Health & Society
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