Cassidy Marsh
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Cassidy Marsh Email & Phone Number

Senior Manager, Manager Excellence at Charles Schwab
Location: Dallas-Fort Worth Metroplex, United States 12 work roles 2 schools
1 work email found @schwab.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@schwab.com
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Current company
Role
Senior Manager, Manager Excellence
Location
Dallas-Fort Worth Metroplex, United States
Company size

Who is Cassidy Marsh? Overview

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Quick answer

Cassidy Marsh is listed as Senior Manager, Manager Excellence at Charles Schwab, a with 20505 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Cassidy Marsh.

Cassidy Marsh previously worked as Senior Manager, Instructional Design at Charles Schwab and Manager, Instructional Design at Charles Schwab. Cassidy Marsh holds Bachelor Of Arts (B.A.), Journalism from Mayborn School Of Journalism.

Company email context

Email format at Charles Schwab

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{first}.{last}@schwab.com
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AeroLeads found 1 current-domain work email signal for Cassidy Marsh. Compare company email patterns before reaching out.

Profile bio

About Cassidy Marsh

Did you make a difference today?"I have been impressed with the urgency of doing. Knowing is not enough; we must apply. Being willing is not enough; we must do." –Leonardo da Vinci

Listed skills include Banking, Marketing, Customer Service, Marketing Strategy, and 18 others.

Current workplace

Cassidy Marsh's current company

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Charles Schwab
Charles Schwab
Senior Manager, Manager Excellence
san francisco, california, united states
Website
Employees
20505
AeroLeads page
12 roles

Cassidy Marsh work experience

A career timeline built from the work history available for this profile.

Senior Manager, Manager Excellence

North Richland Hills, Tx, Us

Manager, Instructional Design

Texas, United States

Dec 2021 - Jan 2023

Instructional Designer | Avp

Texas, United States

Create consumer-based training which includes classroom and virtual classroom training with hands-on job aids, process improvement and refresher web-based training, new product and service training, and apply tested instructional design practices and methods. Evaluate current training methods and modalities to find efficiencies throughout the program.

Apr 2020 - Dec 2021

Instructional Systems Designer Iv

Dallas/Fort Worth Area

Create training in a manufacturing environment that includes technical classroom training with hands-on job aids, process improvement and refresher training, update outdated materials, and apply tested instructional design practices and methods. Evaluate current training methods and modalities to find efficiencies throughout the program and serve as a mentor/trainer to other developers on current methods and modalities such as Articulate 360.

Feb 2019 - Apr 2020

Instructional Designer | Project Manager

Dfw, Texas

Instructional Designer: created engaging learning activities and compelling course content, helped identify the target audience’s training needs, and applied tested instructional design theories, practices, and methods. Designed custom-eLearning courses tailored to each client using reality-based scenarios and interactive simulations.Project Manager: oversaw the direction, coordination, implementation, resourcing, control, and completion of the project while remaining aligned with the business strategy, commitments, and goals of clients.

Nov 2017 - Aug 2018

Assistant Vice President | Sales And Service Trainer

The Woodlands, Tx

Managed and produced multiple internal communication publications and training projects for consistency with aggressive time frames, such as: new software development implementation and training, weekly training magazine, videos, webisodes, classroom training materials including games and flashcards, online courses, quick reference guides, scripting, and strategic communication plan for different lines of business. Critical thinker that partnered with various departments to assess requests and resources to develop training materials that are in line with their strategic plan. Proven to enhance employees understanding of the subject matter, which leads to desired actions or sales results. Decision maker that is able to best determine which training delivery method will have the highest impact on overall comprehension of materials. Able to communicate confidently and clearly in a strong voice to a group of individuals or one on one.

Aug 2013 - Nov 2017

Branch Manager

Lake Worth

Hire, train, mentor, and manage an effective sales team responsible for marketing an array of different banking products and services. Oversee all daily branch operations and enforce company policies, procedures, and banking regulations. Collaborate and partner with various charitable organizations to coordinate special events within the community. Created a regional marketing team to assist struggling branches throughout the district. Established an internal mystery shopper program, implemented a consumer complaint program, and upheld quality customer service standards to increase overall satisfaction. Participated in focus groups, adapted to regulatory changes, and supported company branding initiatives. Successfully surpassed all new account objectives for the past 8 consecutive years with consistent annual growth.

Oct 2005 - Aug 2013

Account Executive

Transwestern Publishing

Met with current clients to reevaluate their advertising needs, identify goals, and meet business objectives. Proposed and presented creative solutions for client approval or modification. Developed effective promotional strategies and budgets to meet the unique requirements of each customer. Consistently met specified printing deadlines and networked with industry professionals to prospect for new clientele.

Oct 2004 - Oct 2005

Server/ Trainer

Abuelo'S Mexican Food Embassy

Provide excellent customer service in a timely manner.Knowledgeable about all items offered.Coached and assisted new employees.Prepare checks that itemize and total meal cost for each customer.

Apr 2000 - Oct 2005

On Campus Account Executive

North Texas Daily

Met with current clients to reevaluate their advertising needs, identify goals, and meet business objectives. Proposed and presented creative solutions for client approval or modification. Developed effective promotional strategies and budgets to meet the unique requirements of each customer. Consistently met specified printing deadlines and networked with industry professionals to prospect for new clientele.

Jan 2004 - May 2004

Promotions Assistant

Arlington, Texas, United States

Jan 2003 - Jun 2003
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts for 20505 employees →

2 education records

Cassidy Marsh education

Bachelor Of Arts (B.A.), Journalism

Mayborn School Of Journalism

Bachelor Of Arts, Journalism

University Of North Texas Denton Texas
FAQ

Frequently asked questions about Cassidy Marsh

Quick answers generated from the profile data available on this page.

What company does Cassidy Marsh work for?

Cassidy Marsh works for Charles Schwab.

What is Cassidy Marsh's role at Charles Schwab?

Cassidy Marsh is listed as Senior Manager, Manager Excellence at Charles Schwab.

What is Cassidy Marsh's email address?

AeroLeads has found 1 work email signal at @schwab.com for Cassidy Marsh at Charles Schwab.

Where is Cassidy Marsh based?

Cassidy Marsh is based in Dallas-Fort Worth Metroplex, United States while working with Charles Schwab.

What companies has Cassidy Marsh worked for?

Cassidy Marsh has worked for Charles Schwab, Regions Bank, Gp Strategies Corporation, Mlink Technologies, and Woodforest National Bank.

Who are Cassidy Marsh's colleagues at Charles Schwab?

Cassidy Marsh's colleagues at Charles Schwab include Greg Petrakis, Corey Robertus, Maria Ocampo, Adrian Valles, and Kyle Demeter.

How can I contact Cassidy Marsh?

You can use AeroLeads to view verified contact signals for Cassidy Marsh at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Cassidy Marsh attend?

Cassidy Marsh holds Bachelor Of Arts (B.A.), Journalism from Mayborn School Of Journalism.

What skills is Cassidy Marsh known for?

Cassidy Marsh is listed with skills including Banking, Marketing, Customer Service, Marketing Strategy, Strategic Planning, Sales Management, Microsoft Office, and Financial Analysis.

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