Robert C. Stranges, Cfp® Email & Phone Number

San Marcos, Ca, Us

San Marcos, Ca

Leader within a high-performing team focused on coaching, business planning, analytics, project management, and field enablement. My core responsibilities centered around optimizing the sales process, refining the sales coaching framework, and coaching to impactful wealth management dialogue. Leading in a fast-paced environment, I drove transformative change during the integration of two leading broker dealers, TD Ameritrade and Charles Schwab. Concurrently, I accelerated the adaptation of our business practices to seamlessly align with both current and anticipated regulatory standards. Through strategic leadership and innovative thinking, I contributed to our success in a dynamic and competitive landscape.•Led the development, preparation, and delivery of senior leader sales meetings aimed at meticulously reviewing current progress towards objectives and key results. Empowered field leaders to translate insights from these sessions into actionable plans, driving achievement and surpassing established objectives with purpose and precision.•Spearheaded the authoring of the EDGE 2.0 sales dialogue model as project manager for Sales Learning and Development, impacting the Retail Sales and Wealth Management organizations holistically. •Orchestrated the development and cross departmental alignment of the new Universal Coaching Model for all sales leaders within Schwab's Retail Sales organization as the project manager for the Sales Learning and Development group. •Recognized with the Key Contributor Award for exceptional contributions to organizational advancement and exceeding core job responsibilities in both 2021 and 2022.

Southern California & Hawaii

Accountable for driving business results, enhancing associate experience, and elevating client satisfaction across Southern California and Hawaii. Managing the full spectrum of operations, I led a team of 10 market managers who supervised more than 80 financial sales professionals. In this pivotal role, I oversaw the stewardship of over $21 billion in client assets under our custody. Through strategic guidance and effective leadership, I navigated the intricacies of the acquisition and integration of the Scottrade broker-dealer, ensuring optimal performance and sustained growth. My focus on fostering a collaborative and client-centric environment was instrumental in achieving our objectives and strengthening our market presence. As a dynamic leader, I consistently delivered results while prioritizing the development of our team and the satisfaction of our clients.•Achieved national recognition as the 2019 Circle of Champions Award winner, acknowledged for outstanding business performance in the year preceding being acquired by Charles Schwab. •Pioneered and oversaw TD Ameritrade's inaugural Financial Consultant Development Academy program, aimed at attracting, training, and deploying diverse talent across our centralized and brick-and-mortar branch network. Expanded the program to three locations nationwide, leading to the recruitment, growth, and placement of hundreds of diverse financial sales professionals within TD Ameritrade over a four-year period. •Led as a director-level sponsor of the Branch Manager Council and Branch Manager Development Program, aimed at equipping emerging leaders with enhanced experience and exposure to propel their careers forward within the organization.•Successfully completed TD Ameritrade's Accelerated Leadership Capacity program, specializing in leadership communication, advanced leadership concepts, and the cultivation of leadership development competencies.

Chicago, Illinois, United States

Led the local Chicago-Metro market, where over a five-year period I successfully recruited, coached, and professionally developed a team of financial advisory and operations professionals responsible for over $3 billion in client assets under custody. Prior to my role in Chicago, I ran a centralized national team in Omaha, NE. This team managed the business for a client segment outside of the physical branch footprint in CA, NM, NV, CO, AZ, and UT. In both roles, my leadership and strategic acumen were pivotal in fostering growth of our business and of our people. I am proud of my contributions to team development and effective management of substantial client assets, showcasing my ability to thrive in both brick and mortar and centralized leadership roles.•Led the #1 Flagship Branch nationally, earning the prestigious 2015 Circle of Champions Award for exceptional performance and leadership.•Recognized as the recipient of the Better Begins With Me Award in 2014, honored for driving organizational impact and exemplifying core values.•Achieved the award of 2011 Advisor Direct Champion Branch Manager, demonstrating excellence in leadership and third-party advisor referral business performance.

Chicago, Il

I engaged clients in personalized financial guidance through a consultative, relationship-based sales model, cultivating meaningful connections aimed at addressing their unique needs and goals. Through this experience, I developed a deep-seated passion for empowering individuals, fostering business growth, and nurturing the development of others. My journey was marked by a dedication to building strong client relationships, delivering tailored solutions, and making a positive impact on their financial well-being.

Tampa, Fl

In 2006 through July 2007, I served as a Branch Investment Counselor, providing personalized investment consultation, retirement planning guidance and financial planning to clients at our Northbrook, IL branch location.Prior to my that I had the role of Retirement Specialist in 2005. I provided retirement planning advice to plan participants after they termed from their employers.I began my career as an in 2004 as an Investment Specialist, offering consultation on investment strategies using T.Rowe Price Mutual Funds to clients and prospects via inbound and outbound calls.