Jon Bowman's Location
Texas, United States
Jon Bowman's Work
- Senior Manager, Operational Risk at Charles Schwab @ Charles Schwab
- Senior Manager, Vendor Support and Oversight @ TD Ameritrade
- Senior Manager, Retail Brokerage Services @ TD Ameritrade
- Product Owner, Corporate Actions @ TD Ameritrade
- Manager, Global Corporate Actions @ TD Ameritrade
- Manager, Retirement Account Services @ TD Ameritrade
- Retirement Accounts Analyst and Senior Analyst @ TD Ameritrade
- Capture Services Specialist @ Fidelity Investments
- Personnel Manager @ Marine Corps Recruiting
Jon Bowman's Education
- University of North Texas
Bachelor’s Degree (Applied Technology and Performance Improvement)
2015 - 2017 - Middlesex University
The Mechanics of Risk Management Course
2018 - 2019 - College for Financial Planning
CRPS (Chartered Retirement Planning Specialist Course)
2014 - 2014
Jon Bowman's Skills
- Leadership
- Series 63
- Team Building
- Salesforce.com
- Retirement Planning
- Brokerage
- IRAs
- Customer Satisfaction
- Investments
- Relationship Management
Jon Bowman's Summary
Jon Bowman, based in Texas, United States, is currently a Senior Manager, Operational Risk at Charles Schwab at Charles Schwab, bringing experience from previous roles at TD Ameritrade. Jon Bowman holds a 2015 - 2017 Bachelor’s Degree in Applied Technology and Performance Improvement @ University of North Texas. With a robust skill set that includes Leadership, Series 63, Team Building, Salesforce.com, Retirement Planning and more, Jon Bowman contributes valuable insights to the industry. Jon Bowman has 1 email and 1 mobile phone number on RocketReach.
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