Steve Hall Email & Phone Number
Managing Director -- Wealth, Technology, and Operations Finance @ Charles Schwab
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Steve Hall Location
- Omaha, NE, US
Steve Hall Work
- 2022 -now Managing Director -- Wealth, Technology, and Operations Finance @
- 2020 -2022 Managing Director -- Integration Management Office @
- 2012 -2021 Board Member @
- 2018 -2020 Managing Director -- Retail Strategy and Analytics @
- 2016 -2018 Director -- Scottrade Integration, Client Experience @
- 2012 -2018 Director -- Business Development @
- 2010 -2012 Director -- Banking and Cash Management @
- 2010 -2010 Director -- Strategy and Analysis @
- 2005 -2010 Director -- Analysis, Planning, and Reporting @
- 2002 -2005 Senior Financial Analyst -- Finance @
- 1999 -2002 Registered Representative -- Retail @
Steve Hall Education
- University of Nebraska at Omaha
(Accounting)
2002-2005 - Bellevue University
Masters (Business - Finance)
2000-2002 - Midland University
Business Administration (Business)
1995-1999 - Westside High School
Steve Hall Skills
- Series 7
- Financial Modeling
- Series 63
- Securities
- Competitive Analysis
- Finance
- Mergers & Acquisitions
- Analysis
- Mutual Funds
- Cross-functional Team Leadership
- Strategy
- Leadership
- Strategic Partnerships
- Business Strategy
- Investments
- Portfolio Management
- Business Intelligence
- Financial Services
- Risk Management
- Strategic Financial Planning
- Options
- Wealth Management
- Cash Management
- Equities
- Editing
- Financial Analysis
- Recruiting
- Analysts
- Customer Service
- Cross Functional Team Leadership
- Social Media
- Mergers and Acquisitions
- Banking
Steve Hall Summary
- Steve Hall, based in Omaha, NE, US, is currently a Managing Director -- Wealth, Technology, and Operations Finance at Charles Schwab. Steve Hall brings experience from previous roles at TD Ameritrade and Cystic Fibrosis Foundation. Steve Hall holds a 2002 - 2005 University of Nebraska at Omaha. With a robust skill set that includes Series 7, Financial Modeling, Series 63, Securities, Competitive Analysis and more. Steve Hall has 3 mobile phone numbers on RocketReach.
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