Gerald Chang Email and Phone Number
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Gerald Chang personal email
Gerald Chang is a Regional Support Specialist - Charles Schwab Advisor Services at Charles Schwab. He possess expertise in management, series 7, customer service, finance, equities and 9 more skills.
Charles Schwab
View- Website:
- schwab.com
- Employees:
- 20505
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Regional Support SpecialistCharles Schwab Jun 2016 - PresentUnited States
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Branch Operations Manager - StifelStifel Financial Corp. Sep 2011 - Mar 2016San Francisco Bay Area• Responsible for facilitating all Operations aspects of the merger from Stone & Youngberg to Stifel, Nicolaus & Company, Inc.• On-site specialist for New Accounts, Cashiering, Trade reconciliations, Thomson One (firm proprietary system), and all client accounting issues• Assisted Branch Manager with Compliance rules and regulations such as Anti-Money Laundering reviews• Led branch Equity Syndicate indications and allocations• Trained newly hired sales assistants in procedures and systems• Headed onboarding client accounts for newly hired financial advisors• Executed branch-wide day to day operational responsibilities -
Vice President And Firm Operations ManagerStone & Youngberg May 2001 - Oct 2011San Francisco Bay Area• Promoted to VP after 10 years of being Operations Manager and led a 6-person centralized operations team• Implemented and managed company-wide document scanning program for efficient information retrieval• Managed company-wide operations responsibilities for 8 branch locations across the US• Worked closely with Compliance to uphold industry rules and regulations such as Anti-Money Laundering• Responsible for department payroll budget and approving weekly time sheets -
Operations AssociateStone & Youngberg Dec 1997 - May 2001San Francisco Bay Area• Earned promotion after one year of demonstrating ability to quickly learn and master complex concepts• Learned various job duties of the department as an integral part of a rotating 9-person operations team• Executed duties needed to run a self-clearing brokerage firm (i.e. processing new accounts, handling client funds, underwriting, maintenance of physical bonds and certificates)
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Mailroom Clerk / Office RunnerStone & Youngberg Nov 1996 - Dec 1997San Francisco Bay Area• Distributed incoming and outgoing mail• Ran multiple daily bank deposits• Organized on site/off site paper file storages
Gerald Chang Skills
Gerald Chang Education Details
Frequently Asked Questions about Gerald Chang
What company does Gerald Chang work for?
Gerald Chang works for Charles Schwab
What is Gerald Chang's role at the current company?
Gerald Chang's current role is Regional Support Specialist - Charles Schwab Advisor Services.
What is Gerald Chang's email address?
Gerald Chang's email address is gc****@****llc.com
What schools did Gerald Chang attend?
Gerald Chang attended Antelope Valley College.
What skills is Gerald Chang known for?
Gerald Chang has skills like Management, Series 7, Customer Service, Finance, Equities, Securities, Regulatory Compliance, Operations Management, Trading, Bonds, Sales, Financial Services.
Who are Gerald Chang's colleagues?
Gerald Chang's colleagues are Albert Lin, Jennifer Beebe, Jeff Denny, Matthew Lamb, Rick Martinez, Julie Lambert, Francika Marku.
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Gerald Chang
Medical Student At Nova Southeastern University College Of Allopathic MedicineMiami, Fl -
Gerald Chang
Palm Springs, Ca -
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