Rob Morrissey
Director Workforce Management at Charles Schwab
- Role
- Director - Workforce Management at Charles Schwab
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Rob Morrissey
Experienced Financial Services leader. Background leading sales and strategy teams with a track record of being able to lead change and influence without authority. Experience with artificial intelligence, natural language, and digital integrations to create simpler experiences for clients and a reduction of business expense.
Experience
Director - Workforce Management
Jan 2023 — Present · Omaha, NE, US
Workforce Management leadership, vision casting, and optimization of a agent multi location call center. Development of headcount & interval forecast across phone, chat, and email channels.Administration of NICE workforce management, call recording, and EEM product thru collaboration with technology, product management, and vendor support teams.
Education
Butler Community College
General Studies
2003 — 2005
University of Nebraska-Lincoln
General Studies
2002 — 2003
Wichita State University
Bachelor's Degree, General Studies
2005 — 2006
Skills
- Retirement Planning
- Mutual Funds
- Series 63
- Financial Services
- Crm
- Portfolio Management
- Call Center
- Finance
- Series 7
- Separately Managed Accounts
- Series 24
- Team Leadership
- Securities
- Business Development
- Call Centers
- Wealth Management
- Management
- Investments
- Telecommunications
- Uniform Combined State Law
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.