Bryan Rhoades Email and Phone Number
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I am an incredibly determined individual who strives to become more well-rounded everyday. My passion to learn, paired with my previous experiences, have shaped me into the professional, detail-oriented, interpersonal man I am today. I am driven to accomplish any goal I set my mind upon. My career goals include obtaining the Chartered Financial Analyst (CFA), and Chartered Alternative Investment Analyst (CAIA) authorizations. I would like to utilize my experience and licenses/certifications to help guide critical and innovative business decisions in the financial industry.Currently, I am enrolled as a Level II Candidate for the CFA Exam in June 2019. My CFA study has made me increasingly intrigued in the derivatives (options, futures, forwards, swaps) market; as well as trading strategies and asset management through the use of Hedge and/or Private Equity Funds. Throughout my career, I look to build my expertise in the financial industry, as well as establish countless loyal client and professional relationships along the way. I have the utmost confidence in myself and my skills and abilities, so my goals remain high. I want to advance as much as possible and challenge myself to become CEO, CFO/CIO, Asset/Portfolio Manager, of a well-respected company, while achieving success and happiness in all aspects of life. I believe my balanced lifestyle will bring me fulfillment, as I aim to inspire those around me as well.
Charles Schwab
View- Website:
- schwab.com
- Company phone:
- 800-435-4000
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Sr. Specialist, Trading SolutionsCharles Schwab Jul 2021 - PresentWestlake, Texas, Us
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Trader Solutions SpecialistTd Ameritrade Mar 2018 - Jul 2021Omaha, Ne, Us -
Trader 2Td Ameritrade Dec 2017 - Feb 2018Omaha, Ne, Us• Proactively engaged customers regarding business development, education and asset retention opportunities; especially in transition from Scottrade PRO/Interactive Brokers to TD Ameritrade and “thinkorswim” Platform• Assist in educating our clients, branches, and Scottrade employees on complex options and equity trading strategies including vertical and horizontal spreads, option Greeks, and portfolio beta weighting• Fielded questions from potential customers regarding Scottrade account services, products, fees, and the trading platform; provided timely, professional responses to customer email and chat inquiries• Assisted clients to a high degree with trading strategies, order flow, market mechanics, options, fundamental and technical analysis, margins, tax reporting, placing trades and trading platforms
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Active TraderScottrade Jun 2017 - Nov 2017Saint Louis, Mo, Us• Proactively engaged customers regarding business development, education and asset retention opportunities; especially in transition from Scottrade PRO/Interactive Brokers to TD Ameritrade and “thinkorswim” Platform• Assist in educating our clients, branches, and Scottrade employees on complex options and equity trading strategies including vertical and horizontal spreads, option Greeks, and portfolio beta weighting• Fielded questions from potential customers regarding Scottrade account services, products, fees, and the trading platform; provided timely, professional responses to customer email and chat inquiries• Assisted clients to a high degree with trading strategies, order flow, market mechanics, options, fundamental and technical analysis, margins, tax reporting, placing trades and trading platforms -
StockbrokerScottrade Apr 2016 - May 2017Saint Louis, Mo, Us• Resolved client issues and assisted them to understand Scottrade’s platforms, investment products and services including stocks and options, bonds and fixed income, mutual funds, ETFs, CDs, money markets, margin loans and Scottrade’s Banking products• Engaged clients in meaningful dialogue and identified unstated needs or financial goals that may be achieved by further utilizing company services, products or tools• Researched, educated and supported trading for Scottrade clients in a timely manner and accurately entered client trades• Worked in detail with margin accounts, buying power calculations and account balances• Provided excellent customer service to all customers and prospects via phone, e-mail, social media and chat to achieve client satisfaction and meet measurable department goals
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Treasury/Accounting InternAssociated Electric Cooperative Inc. May 2015 - Aug 2015Springfield, Mo, Us• Obtained and revised required documents to submit a $464 million RUS loan application• Analyzed financial statements of counterparties to estimate credit risk and lending amount• Reconciled beginning and ending cash balances daily while ensuring a strong liquidity position• Assessed and calculated Key Performance Indicators (KPI) of main competitors each quarter• Forecasted financial earnings and ratios, both internally and externally, using trend analysis and industry characteristics• Generated weekly industry and market informational reports to send to CFO based on current news and research -
Branch Intern (Finance And Economics)Scottrade Sep 2013 - Jul 2014Saint Louis, Mo, Us• Accurately educated clients about numerous retirement and investment products and accounts• Controlled quarterly audit to meet policies and procedures in an efficient and effective manner• Developed strong client relationships based on respect and integrity to meet financial goals• Supported client experience by providing depth and understanding with Scottrade Client Education Services • Prepared reports and statistical data to help clients make investment decisions based off their individual risk tolerance• Managed and processed every check, stock certificate, and relevant paperwork concerned with the transfer or consolidation of client assets
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Fitness Attendant - Bill R. Foster And Family Recreation CenterMissouri State University May 2013 - Jul 2014Springfield, Mo, Us• Recommended specific training and nutrition regiments after evaluating personal goals of customers• Repaired and/or replaced any defective machinery or equipment to maintain the safety of the gym• Anticipated customer needs and initiated in providing services or resolving problems using the express and implied authority of the position• Strengthened knowledge of personal training by attending informative classes through employer, increasing awareness to injuries and emergencies• Demonstrated and trained patrons on how to use the equipment to target intended muscle groups -
Sales AssociateFloyd Glass Co Jun 2012 - Aug 2012St Peters, Mo, Us• Described to customers our commercial and residential services including window and glass replacement among various other services• Presented examples of remodeling and construction jobs completed through our business• Informed prospective customers of the benefits our window and glass services provide over our competitors’• Advised clients of certain safeguards pertaining to their current window and glass products, and offered solutions to fixing or replacing them• Collaborated continuously with co-workers to guarantee the highest quality product was preserved and installed professionally -
Server AssistantO'Charley'S Jul 2009 - Aug 2011Us• Created a pleasant atmosphere for customers by maintaining a friendly attitude with responsive attention • Assisted servers and cooks to ensure proper food, beverages and services were provided in a timely manner• Demonstrated interpersonal skills through communication with co-workers and customers• Trained 10 new employees on position duties and stressed sustained improvement• Adapted to changing working environments in a team-based setting
Bryan Rhoades Skills
Bryan Rhoades Education Details
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Missouri State UniversityFinance
Frequently Asked Questions about Bryan Rhoades
What company does Bryan Rhoades work for?
Bryan Rhoades works for Charles Schwab
What is Bryan Rhoades's role at the current company?
Bryan Rhoades's current role is Sr. Specialist, Trading Solutions at Charles Schwab; CFA Level II Candidate.
What is Bryan Rhoades's email address?
Bryan Rhoades's email address is br****@****ade.com
What is Bryan Rhoades's direct phone number?
Bryan Rhoades's direct phone number is +163673*****
What schools did Bryan Rhoades attend?
Bryan Rhoades attended Missouri State University.
What skills is Bryan Rhoades known for?
Bryan Rhoades has skills like Financial Analysis, Financial Markets, Investment Management, Customer Service, Financial Services, Time Management, Leadership Development, Financial Statements, Investment Banking, Interpersonal Communication, Microsoft Office, Market Analysis.
Who are Bryan Rhoades's colleagues?
Bryan Rhoades's colleagues are Lisong Ding, Brian Montgomery, Cws® , Aams®, Jared Smith, Graham Jones, Jeel Patel, Gavin Obert, David Rogers.
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