Steven Michener
Director, Implementation Team at Charles Schwab
- Role
- Director at Charles Schwab
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Steven Michener
Experienced Implementation Leader with a demonstrated history of working in the financial…
Experience
Director
Jun 2021 — Present
Education
Texas Tech University
Bachelor of Business Administration (BBA), Finance
1996 — 2000
Skills
- 401(K) Retirement Savings Plans
- Customer Service
- Erisa
- Finra
- Defined Contribution
- Financial Planning
- Strategic Planning
- Mutual Funds
- Risk Management
- Budgets
- Process Improvement
- Leadership
- Visio
- Wealth Management
- Management
- Team Building
- Retirement
- Securities
- Series 7
- Retirement Planning
- Investments
- Microsoft Excel
- Strategic Financial Planning
- Financial Services
- Microsoft Office
- Defined Benefit
- Business Process Improvement
- 401k
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