Brad Hass Email and Phone Number
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Brad Hass personal email
Experienced Financial Services leader with a track record of managing highly productive B2B and B2C Business Development teams, Sales teams, Relationship Management teams, Project Management, Six Sigma, Conflict Resolution and Equity Plan Management.
Charles Schwab
View- Website:
- schwab.com
- Employees:
- 20505
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Senior Director, Sales And Relationship Management | Schwab Stock Plan ServicesCharles Schwab Sep 2019 - PresentPhoenix, Arizona, United States
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Business Development Officer For Corporate ServicesCharles Schwab Jan 2014 - Sep 2019Phoenix, Arizona AreaResponsible for working with corporate clients (B2B) and their employees (B2C) to optimize their experience with Schwab by leveraging all the services and solutions available. Detailed responsibilities include business development, relationship management, strategic planning, integration of marketing and promotional offerings, financial wellness and onsite engagement coordination. Extensive experience working with leading edge companies in Technology, Financial Services, Consumer Services, Healthcare, Banking and Manufacturing who are utilizing a Designated Brokerage service or Equity Plan solution, including both pre and post IPO companies.
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Managing Director - Investor ServicesCharles Schwab Jun 2011 - Jan 2014Phoenix, Arizona AreaResponsible for a team of project managers tasked with the integration of all projects related to the Investor Services Retail segment including new products, services, marketing and process enhancements. Additional responsibilities included integration of Schwab Bank functions into retail broker-dealer office locations while ensuring adherence to all regulatory guidelines.
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Director - Field IntegrationCharles Schwab Nov 1996 - Jun 2011
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Manager - Six Sigma InitiativeCharles Schwab Feb 2007 - Apr 2008Responsible for managing projects which focused on enhancing the client experience via process improvements. Projects included reduction of cycle time on new account process by over 90% while greatly improving the client experience and gaining significant internal efficiencies.
Brad Hass Skills
Brad Hass Education Details
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Executive Program, Leading Through Financial Excellence -
Political Science -
Parsippany Hills Hs
Frequently Asked Questions about Brad Hass
What company does Brad Hass work for?
Brad Hass works for Charles Schwab
What is Brad Hass's role at the current company?
Brad Hass's current role is Seasoned financial services leader with a wealth of expertise in orchestrating and optimizing business development, managing sales teams and creating/driving strategic business plans...
What is Brad Hass's email address?
Brad Hass's email address is br****@****cox.net
What schools did Brad Hass attend?
Brad Hass attended Mit Sloan School Of Management, Arizona State University, Parsippany Hills Hs, Arizona State University, Arizona State University.
What skills is Brad Hass known for?
Brad Hass has skills like Series 7, Investments, Series 63, Mutual Funds, Wealth Management, Securities, Six Sigma, Series 24, Process Improvement, Relationship Management, Investment Advisory, Equities.
Who are Brad Hass's colleagues?
Brad Hass's colleagues are Sarah Churchill, Kyle Demeter, Brian A., Don Sullivan, Erick Tran, Praneeth Margam Cissp, Craig Collisson.
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