Brian Godfrey

Brian Godfrey Email and Phone Number

Managing Director Finance at Charles Schwab @ Charles Schwab
san francisco, california, united states
Brian Godfrey's Location
Lafayette, California, United States, United States
Brian Godfrey's Contact Details
About Brian Godfrey

Financial Services’ executive with over20 years of experience with proven results in developing and integrating large data platforms to meet business needs. Strengths lie in strategic thinking, building relationships / collaboration, communication skills, problem solving / simplification, and authentic leadership style.

Brian Godfrey's Current Company Details
Charles Schwab

Charles Schwab

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Managing Director Finance at Charles Schwab
san francisco, california, united states
Website:
schwab.com
Employees:
20505
Brian Godfrey Work Experience Details
  • Charles Schwab
    Vice President Finance Transformation
    Charles Schwab Nov 2015 - Present
    San Francisco Bay Area
    Lead transformation effort to improve operational efficiency and data management capabilities within Finance to meet business needs.
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  • Charles Schwab
    Vice President Operations Data Management (Security Master, Market Data, And Cost Basis Reporting)
    Charles Schwab Jun 2005 - Nov 2015
    Led large multi-year system instillation and modernization efforts including large operational teams to meet client and business needs in the area of reporting and data management.
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  • Charles Schwab
    Director Global Operations
    Charles Schwab Feb 2004 - Jun 2005
    Responsible for all Operations services to support our international business. Lead staff of 30 multilingual representatives to implement Patriot Act and OFAC regulations while catering to unique international servicing demands including local regulations and customs, cultural norms, time zones, and language.
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  • Charles Schwab
    Senior Manager Account Operations
    Charles Schwab Aug 2002 - Aug 2004
    Managed team of project managers and report analysts responsible for delivering technical and process solutions to improve Operation’s productivity, reduce costs, and meet regulatory requirements.
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  • Charles Schwab
    Senior Manager Transfer Of Accounts
    Charles Schwab Feb 2000 - Aug 2002
    Overall management responsibility for Incoming Transfer of Accounts Department (TOA), including 40 representatives and on average 25,000 transactions per month. Drove performance improvements through recruiting, motivating and managing staff. Redesigned processes; implemented system enhancements; conducted quality control audits; and nurtured key business partnerships inside and outside Schwab
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  • Charles Schwab
    Transfer Of Accounts
    Charles Schwab Nov 1995 - Feb 2000
    Operations Specialist, Team Leader, Team Manager
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  • Wells Fargo
    Sales Associate
    Wells Fargo Aug 1994 - Nov 1995
    Prospect, solicit, and pre-sell investment products to bank customers.Tele-market new and existing customers to set appointments for financial consultation.Generate referrals through organizing sales promotions and seminars.
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Brian Godfrey Skills

Leadership Management Financial Services Business Process Investments Finance Banking Security Sales Recruiting Accounting

Brian Godfrey Education Details

Frequently Asked Questions about Brian Godfrey

What company does Brian Godfrey work for?

Brian Godfrey works for Charles Schwab

What is Brian Godfrey's role at the current company?

Brian Godfrey's current role is Managing Director Finance at Charles Schwab.

What is Brian Godfrey's email address?

Brian Godfrey's email address is br****@****wab.com

What is Brian Godfrey's direct phone number?

Brian Godfrey's direct phone number is +192528*****

What schools did Brian Godfrey attend?

Brian Godfrey attended St. Mary's College Of California, Santa Clara University, Serra High School.

What are some of Brian Godfrey's interests?

Brian Godfrey has interest in Collecting Antiques, Exercise, Home Improvement, Shooting, Reading, Gourmet Cooking, Sports, The Arts, Golf, Home Decoration.

What skills is Brian Godfrey known for?

Brian Godfrey has skills like Leadership, Management, Financial Services, Business Process, Investments, Finance, Banking, Security, Sales, Recruiting, Accounting.

Who are Brian Godfrey's colleagues?

Brian Godfrey's colleagues are Blake Barrick, Felix Diaz, Robert Niemeyer, Ms, Stephanie Baragar, Narayanan Sundararajan, Alexis Wilson-Bernal, Adrian Ortegon.

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