Sarah Wolf
- Role
- Director Business Strategy at Charles Schwab
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Sarah Wolf
Highly accomplished strategy leader with a distinguished career assessing product and…
Experience
Director Business Strategy
Nov 2023 — Present
Directed various strategic projects around future of trading and trading services at Schwab post-acquisition of TD Ameritrade • Focused on trading platforms strategy and strategic growth projects
Skills
- Leadership
- Trading
- Financial Analysis
- Sales
- Factset
- Analysis
- Equities
- Project Management
- Vba
- Series 63
- Consulting
- Equity Research
- Series 7
- Account Management
- Data Analysis
- Securities
- Sales Presentations
- Financial Services
- Management
- Business Strategy
- Cold Calling
- Investments
- Onenote
- Asset Allocation
- Financial Modeling
- Microsoft Office
- Finance
- Strategy
- Investment Management
- Strategic Planning
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