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
- Managing Director -- Wealth, Technology, and Operations Finance @ (February 2022 - Present)
- Managing Director -- Integration Management Office @ (October 2020 - February 2022)
- Board Member @ (February 2012 - December 2021)
- Managing Director -- Retail Strategy and Analytics @ (April 2018 - October 2020)
- Director -- Scottrade Integration, Client Experience @ (October 2016 - April 2018)
- Director -- Business Development @ (June 2012 - April 2018)
- Director -- Banking and Cash Management @ (November 2010 - June 2012)
- Director -- Strategy and Analysis @ (January 2010 - November 2010)
- Director -- Analysis, Planning, and Reporting @ (July 2005 - January 2010)
- Senior Financial Analyst -- Finance @ (March 2002 - July 2005)
- Registered Representative -- Retail @ (May 1999 - March 2002)
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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