Adam Clark, Mba, Cspo Email and Phone Number
Adam Clark, Mba, Cspo work email
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Adam Clark, Mba, Cspo personal email
I am an organizational strategist with experience supporting senior executives in Chief of Staff offices, as well as a Certified Scrum Product Owner. I thrive in driving decisions and creating efficiencies within highly matrixed environments. My passions include strategy, business planning, and client experience. I'm at my best when partnered with an executive team, as I enjoy translating complex issues into compelling storytelling for clients and solving complex business problems across an enterprise. I love to think both strategically and tactically - setting the stage to enable informed decision-making with strong and agile execution, communication, and thought leadership.I've most recently enjoyed a variety of roles with progressive responsibility across Charles Schwab. I'm always looking to take on my next challenge. 𝗦𝗞𝗜𝗟𝗟𝗦Strategic Planning • Leadership • Executive Reporting • Interpersonal Skills • Critical Thinking • Client Experience • Project Management • Program Building • Process Improvement • Salesforce • Microsoft Office • Adobe Analytics • Tableau • SQL • think-cell • Advanced Excel • Jira • Clarity Top 5 Gallup Strengths: Learner, Competition, Achiever, Relator, Consistency
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Chief Of Staff | Technical Business Operations PartnerBecuAustin, Tx, Us
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Senior Manager, Chief Of Staff, Office Of The Chief Digital OfficerCharles Schwab 2021 - 2024Austin, Texas, United States• Established standard for cross-enterprise executive reporting for quarterly meetings to Schwab's Executive Council, Board of Directors and Investor Relations, highlighting market research and competitive landscape• Led strategic initiatives and cross-functional teams on priority projects like SuperApp, Value of Digital and Performance Reporting, partnering with Product and Data Analytics leads and presenting actionable recommendations to senior leadership• Represented Schwab's Digital enterprise on prioritized strategic initiatives that supported broader business needs with a wide range of 50+ stakeholders, developed employee experience and talent strategy supporting 1,400+ employees, facilitated corporate recognition programs totaling 20 talent awards• Chaired monthly Digital Chief of Staff forum, bringing together 8 business lines to align on messaging, solve challenges, and support cross-enterprise strategic outcomes• Owned enterprise-wide intern program working across 25 directors and talent acquisition to identify and hire top talent into the organization• Cascaded digital messaging forward for enterprise that supports digital transformation and experiences across all business units, incorporating 30 key OKRs into enterprise-wide events such as All Hands presentations, Schwab's investor days, and external speaking engagements• Built relationships at all levels of the organization, leveraging problem solving and influencing skills to ensure information flows up and down the organizationAccolades: Selected for Key Contributor Award Winner as a Top Performer, SPARK internal Digital conference co-chair -
Business Strategy Manager, Workplace Financial ServicesCharles Schwab 2019 - 2021Austin, Texas, United States• Defined, planned, and executed high-impact business initiatives for Schwab's retirement enterprise and 401k division to enhance the participant and client experience for organization totaling $250 billion in client assets• Partnered closely with Executive Vice President and leadership team to create organizational presentations, refresh the long-term corporate strategic plan, and craft quarterly enterprise updates for senior-level executives and Board or Directors• Drove weekly agenda topics and takeaways for Schwab's workplace leadership team meetings and drafted bi-weekly business status reports submitted to CEO• Led monthly, quarterly, and annual leadership reporting including 100+ metrics defining Schwab's retirement business, financials submitted to the Federal Reserve, and client engagement program resulting in 10% YoY increases and record-high client promoter score (CPS)• Chaired first of its kind user experience research lab working closely with UX design, content strategy and project teams, facilitating client testing sessions garnering insights and feedback for highly visible digital financial tool that increased client engagement by 17%• Built competitive intelligence program and market research for leadership teams using communication plans on competitive landscape overviews and new products entering the marketplace• Synthesized large quantities of information to generate insights through qualitative and quantitative analysis to help drive and influence decision-making at senior leadership level
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Technical Project Manager, Project ServicesCharles Schwab 2016 - 2019Austin, Texas• Drove implementation of highly visible and cross-functional initiatives for Advisor Services Learning Systems, Schwab Bank, and Digital Experience enhancing digital products for 7,500 independent advisors• Acted as a thought partner to primary business leads in a variety of business segments, ramping quickly to understand needs of the project and offering insights and recommendations• Led weekly leadership calls with vice presidents, directors and senior managers to decide on high-priority project prioritization• Responsible for financial forecasts, project cost assumptions, and provided on-going reconciliation for resources and other project-related expenditures totaling $23M dollars project portfolio• Proactively updated 60+ business leads, technical teams, and project leadership on project status, and continuously removed blockers and identified downstream impacts to ensure successful project delivery• Built relationships at all levels across the firm, establishing myself as a trusted project partner in client experience, project services, sales and technology enterprises
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Scoring SupervisorUnited States Golf Association (Usga) Jun 2008 - 2024Volunteer scoring official for final five pairings on weekend rounds of major championship golf. Supervisor of local scoring volunteers at Open championships around the United States and Europe. Ensure scoring procedures complete precisely and in timely manner for television broadcast. -
Research CoordinatorSeton Healthcare Family 2008 - 2016Austin, Texas Area• Partnered with the University of Texas at Austin on implementation of $6M federally-funded studies while collaborating with multiple teams to build an innovative hospital program used as model for state of Texas• Presented monthly statistics, forecasts, and recommendations to hospital administrators, senior leadership and key stakeholders defining opportunities to improve value• Optimized trauma services research program and increased portfolio from 15 to over 40 studies through process improvement initiatives, performance measurements, and executable strategies• Managed research program for Seton Surgical Group consisting of 8 trauma surgeons and planned activities for research staff of 15 including defining project scope, team assignments, scheduling timelines, project deliverables, and setting objectives• Served as sole liaison to the trauma services department and the hospital’s Institutional Review Board Key Accomplishments • Team member awarded grant by UT-Austin LBJ School of Public Affairs to implement PTSD clinical study, manage internal budget and oversee day-to-day operations• Developed hospital-wide screening and brief intervention program as mandated by the American College of Surgeons for trauma Level I designation resulting in hospital cost savings• Recognized for outstanding performance by Health Behavior Institute at UT-Austin
Adam Clark, Mba, Cspo Skills
Adam Clark, Mba, Cspo Education Details
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Master Of Business Administration (Mba) -
Psychology
Frequently Asked Questions about Adam Clark, Mba, Cspo
What company does Adam Clark, Mba, Cspo work for?
Adam Clark, Mba, Cspo works for Becu
What is Adam Clark, Mba, Cspo's role at the current company?
Adam Clark, Mba, Cspo's current role is Chief of Staff | Technical Business Operations Partner.
What is Adam Clark, Mba, Cspo's email address?
Adam Clark, Mba, Cspo's email address is ac****@****hmi.edu
What schools did Adam Clark, Mba, Cspo attend?
Adam Clark, Mba, Cspo attended The George Washington University School Of Business, University Of Maryland.
What skills is Adam Clark, Mba, Cspo known for?
Adam Clark, Mba, Cspo has skills like Team Building, Research, Leadership, Reporting And Analysis, Statistics, Clinical Trials, Writing, Nonprofits, Sports, Strategic Planning, Healthcare, Community Outreach.
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