Jon Bowman Email & Phone Number
Director, Technology Risk Management @ Charles Schwab
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Jon Bowman Location
- Texas, United States
Jon Bowman Work
- 2025 -now Director, Technology Risk Management @
- 2020 -2025 Senior Manager, Third Party Risk Management at Charles Schwab @
- 2024 -now Board Member @
- 2020 -2020 Senior Manager, Vendor Support and Oversight @
- 2019 -2020 Senior Manager, Retail Brokerage Services @
- 2017 -2019 Product Owner, Corporate Actions @
- 2015 -2017 Manager, Global Corporate Actions @
- 2012 -2015 Manager, Retirement Account Services @
- 2010 -2012 Retirement Accounts Analyst and Senior Analyst @
- 2009 -2010 Capture Services Specialist @
- 2005 -2009 Personnel Manager @
Jon Bowman Education
- Middlesex University
The Mechanics of Risk Management Course
2018-2019 - University of North Texas
Bachelor’s Degree (Applied Technology and Performance Improvement)
2015-2017 - College for Financial Planning
CRPS (Chartered Retirement Planning Specialist Course)
2014-2014
Jon Bowman Skills
- Analytical Skills
- Financial Services
- Series 7
- Retirement
- Series 63
- IRAs
- Investments
- Risk Management
- Team Building
- Series 24
- Process Improvement
- Retirement Planning
- FINRA
- Securities
- Equities
- Brokerage
- Options
- Microsoft Office
- Wealth Management
- Operations Management
- Uniform Combined State Law
- Customer Satisfaction
- Coaching
- Performance Management
- Change Management
- Outlook
- Relationship Management
- 401k
- Back Office
- Salesforce.com
- Leadership
- Employee Training
- Management
- Team Leadership
- Business Process Improvement
Jon Bowman Summary
- Jon Bowman, based in Texas, United States, is currently a Director, Technology Risk Management at Charles Schwab. Jon Bowman brings experience from previous roles at Charles Schwab, Honoring Our Wounded Military, Inc. and TD Ameritrade. Jon Bowman holds a 2018 - 2019 The Mechanics of Risk Management Course @ Middlesex University. With a robust skill set that includes Analytical Skills, Financial Services, Series 7, Retirement, Series 63 and more. Jon Bowman has 3 emails and 2 mobile phone numbers on RocketReach.
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