Todd Schneider Email & Phone Number
Chief Operating Officer Wholesale Tax Operations @ Wells Fargo
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Todd Schneider Location
- Salt Lake City, UT, US
Todd Schneider Work
- Chief Operating Officer Wholesale Tax Operations @ (June 2019 - Present)
- Director @ (June 2017 - June 2019)
- Mortgage Loan Officer NMLS #: 3116 Personal NMLS#: 1550403 @ (September 2016 - June 2017)
- Director of Finance and Investments @ (January 2014 - January 2016)
- Vice President | Operations Manager @ Contango Capital Advisors (January 2005 - January 2014)
- Financial Analyst @ (January 2004 - January 2005)
- Client Analyst @ (January 2002 - January 2004)
Todd Schneider Education
- Westminster University
Bachelor of Science (B.S.) (Business Administration, Management and Operations)
Todd Schneider Skills
- Agile & Waterfall Methodologies
- Agile Methodologies
- Agile Project Management
- Alternative Investments
- Analytical Skills
- Asset Management
- Bank Reconciliation
- Banking
- Business Case Preparation
- Business Development
- Business Strategy
- Credit
- Customer Relationship Management (CRM)
- Customer Service
- Customer Service Management
- Equities
- Executive Leadership
- Executive Management
- Finance
- Financial Analysis
- Financial Modeling
- Financial Services
- Fixed Income
- Focus Groups
- Group Presentations
- Investments
- Key Performance Indicators
- Leadership
- Loans
- Management
- Microsoft Office
- Mutual Funds
- Overcome Obstacles
- Portfolio Management
- Private Banking
- Process Improvement
- Project Management
- Risk Management
- Root Cause
- Scrum
- Securities
- Series 63
- Series 7
- Service Levels
- Strategic Financial Planning
- Strategic Initiatives
- Strategic Planning
- Team Building
- Waterfall Project Management
- Wealth Management
Todd Schneider Summary
- Todd Schneider, based in Salt Lake City, UT, US, is currently a Chief Operating Officer Wholesale Tax Operations at Wells Fargo. Todd Schneider brings experience from previous roles at Morgan Stanley, Security National Mortgage, Utah Educational Savings Plan and Contango Capital Advisors. Todd Schneider holds a Bachelor of Science (B.S.) in Business Administration, Management and Operations @ Westminster University. With a robust skill set that includes Agile & Waterfall Methodologies, Agile Methodologies, Agile Project Management, Alternative Investments, Analytical Skills and more. Todd Schneider has 3 emails and 2 mobile phone numbers on RocketReach.
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