Rob Morrissey Email & Phone Number
Founder @ Charles Schwab
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Rob Morrissey Location
- Omaha, NE, US
Rob Morrissey Work
- Founder @ (January 2023 - Present)
- Director - Workforce Management @ (January 2023 - Present)
- Director IT Product Management @ (June 2021 - December 2022)
- Retail Communication Systems Senior Manager @ (March 2020 - June 2021)
- Senior Strategy Realization Lead @ (August 2019 - March 2020)
- Partnerships and Emerging Technology Senior Manager @ (April 2018 - August 2019)
- Workforce Management Senior Manager @ (April 2016 - April 2018)
- New Client Development Senior Manager @ (December 2013 - April 2016)
- New Client Development Team Manager @ (February 2012 - December 2013)
- Business Development Team Manager @ (July 2011 - February 2012)
- New Client Associate @ (February 2010 - July 2011)
- Financial Advisor @ (August 2009 - February 2010)
- Assistant Baseball Coach and Recruiting Cordinator @ (August 2008 - June 2009)
- Assistant Baseball Coach and Recruiting Coordinator @ (August 2007 - August 2008)
- Assistant Baseball Coach @ (July 2005 - August 2007)
- Student Athlete @ (August 2003 - May 2005)
- Student Athlete @ (August 2002 - May 2003)
Rob Morrissey Education
- Wichita State University
Bachelor's Degree (General Studies)
2005-2006 - Butler County Community College
(General Studies)
2003-2005 - University of Nebraska-Lincoln
(General Studies)
2002-2003 - Millard West High School 1999-2002
Rob Morrissey Skills
- Series 7
- Investments
- Financial Services
- Securities
- Wealth Management
- Finance
- Portfolio Management
- Business Development
- CRM
- Call Centers
- Call Center
- Management
- Series 24
- Series 63
- Mutual Funds
- Separately Managed Accounts
- Retirement Planning
- Telecommunications
- Team Leadership
- Uniform Combined State Law
- Development
- Microsoft Word
- Client Development
- JavaScript
- Customer Service
- SQL
- Customer Relationship Management
Rob Morrissey Summary
- Rob Morrissey, based in Omaha, NE, US, is currently a Founder at Ahead of the Chains. Rob Morrissey brings experience from previous roles at Charles Schwab and TD Ameritrade. Rob Morrissey holds a 2005 - 2006 Bachelor's Degree in General Studies @ Wichita State University. With a robust skill set that includes Series 7, Investments, Financial Services, Securities, Wealth Management and more. Rob Morrissey has 2 emails and 3 mobile phone numbers on RocketReach.
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