Rhonda Crosby

Senior Manager Retail Field Enablement - Integration Manager @Charles Schwab

Atlanta, GA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2022 — Present

Senior Manager Retail Field Enablement - Integration Manager @Charles Schwab

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Atlanta, GA, US

EDUCATION

1988 — 1989

Georgia State University

Business Administration and Management, General

1990 — 1993

Clayton College & State University

Business Administration

SKILLS

InvestmentsAsset AllocationBankingMutual FundsProgram ManagementTop Secret Security Clearance (Inactive)Retirement PlanningFixed IncomeFinraManagementLeadershipWealth ManagementInvestment StrategiesInvestment AdvisoryFinanceSecuritiesPortfolio ManagementMilitary Experience

ABOUT RHONDA CROSBY

Senior Management Professional - WMCP® ChFC® CWS®Accomplished Leader, Experienced in All Aspects of Business Development. Dynamic and versatile professional with high-level qualifications and over 3 decades of management and business development experience within the financial services industry. Results-oriented strategist able to effectively prioritize and execute multiple top priority projects within a fast-paced, deadline-driven environment. Skilled supervisor capable of motivating others to meet and exceed expectations. Entrepreneurial leader with the capacity to advance organizations to the next level through a combination of business development acumen and performance optimization skills.About me:I started my career in the financial services industry in 1992 working for an RIA firm right out of college. Having served in the US Navy as a cryptographer (feel free to ask), I was looking for a career that would utilize the discipline and maximize the skills I had learned and developed. I was interested in helping to make a positive impact on people’s lives through their financial stability; I had seen firsthand how bad financial decisions impacted families and their future. In my long career, I’ve enjoyed serving in many roles, and the one I have enjoyed the most was to lead other financial professionals to learn and grow their skills so they can help clients meet the goals and execute on the best plan for each of them. In the military I was charged with protecting the assets of the government, I served with honor, and I serve my clients the same way. There is nothing more rewarding in seeing good financial decisions being made that will impact multi-generational families for their futures.While I am not doing what I do every day, you can find me delivering Meals on Wheels in Atlanta, on a plane, hiking, or traveling the world over to complete my bucket list.

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Rhonda Crosby — Senior Manager Retail Field Enablement - Integration Manager at Charles Schwab in Atlanta, GA, US | Unifers