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.
• 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.
• 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.
• 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.
• 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..
• 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.
• 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.
• 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.

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.