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@tdameritrade.com
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Danielle Erickson is listed as Cost Basis Product Owner - Sr Manager, IT Product Management at Charles Schwab, based in Omaha, Nebraska, United States. AeroLeads shows a work email signal at tdameritrade.com and a matched LinkedIn profile for Danielle Erickson.
Danielle Erickson previously worked as Sr. Manager, IT Product Management | Cost Basis at Charles Schwab and Senior Manager, IT Product Management | Tax Domain at Charles Schwab. Danielle Erickson holds Bachelor’S Degree, Business Administration And Management, General from Bellevue University.
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AeroLeads found 1 current-domain work email signal for Danielle Erickson. Compare company email patterns before reaching out.
Danielle Erickson is a Cost Basis Product Owner - Sr Manager, IT Product Management at Charles Schwab. She possess expertise in risk management, series 7, financial services, series 63, equities and 9 more skills.
Listed skills include Risk Management, Series 7, Financial Services, Series 63, and 10 others.
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A career timeline built from the work history available for this profile.
Westlake, Texas, US
Currently serving as the Cost Basis Agile Product Owner, leading the onboarding of a new vendor that will impact over 20 million client accounts. This high-visibility initiative is one of the firm’s top priorities due to its complexity and the critical need to transition under a tight deadline. I manage a distributed Agile team, collaborating seamlessly.
Westlake, Texas, US
Agile Product Owner for Tax, responsible for prioritizing features for MVP delivery to meet regulatory changes and collaborating with 15+ domains on cross-firm initiatives. Skilled in analyzing vendor products, creating JIRA Plans for Tax Domain and Reporting initiatives, and establishing strong communication between stakeholders and development teams. Led.
Omaha, NE, US
Agile Product Owner for Tax and Cost Basis, experienced in prioritizing backlogs for 10+ developers and fostering collaborative team dynamics. Proven ability to define and analyze stakeholder requests, manage vendor relationships, and advocate for innovation and scalability. Successfully onboarded Agile methodologies to a previously Waterfall-based team.
Omaha, NE, US
Government Report Assistant Team Manager skilled in recognizing and rewarding top performers through Pay for Performance guidelines. I excel in developing and growing team members with goal setting, career planning, and measurable action plans. I bring a strategic mindset to process improvement, make sound business decisions in line with regulations, and.
Omaha, NE, US
Experienced Process Improvement Coach with a track record of leading the implementation of performance-driven goals and strategies. Led regular coaching sessions and one-on-one meetings to provide tailored feedback, performance appraisals, and developmental support based on individual needs. Skilled in motivating and inspiring team members to achieve both.
Omaha, NE, US
As a Tax Service Analyst at TD Ameritrade, I implemented process improvements and developed best practices to drive operational efficiency. I focused on resolving client escalations with a compassionate and solutions-oriented approach, ensuring high levels of customer satisfaction. Additionally, I played a key role in recruiting and training new team.
Other employees you can reach at schwab.com. View company contacts →
Nicholas Teyechea
Colleague at Charles Schwab
Austin, Texas, United States, United States
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Tracy D Wilson
Colleague at Charles Schwab
Carmichael, California, United States, United States
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Erick Tran
Colleague at Charles Schwab
San Jose, California, United States, United States
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Michelle G.
Colleague at Charles Schwab
San Francisco, California, United States, United States
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JT
Justin Thomas
Colleague at Charles Schwab
Austin, Texas Metropolitan Area, United States, United States
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JZ
Joy Zou
Colleague at Charles Schwab
Helotes, Texas, United States, United States
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PM
Parker Marschel
Colleague at Charles Schwab
Scottsdale, Arizona, United States, United States
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MN
Madanagopal Nandagopal
Colleague at Charles Schwab
Littleton, Colorado, United States, United States
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NA
Nurali A
Colleague at Charles Schwab
Greater Chicago Area, United States
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CG
Chris Garvin
Colleague at Charles Schwab
Talihina, Oklahoma, United States, United States
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Quick answers generated from the profile data available on this page.
Danielle Erickson works for Charles Schwab.
Danielle Erickson is listed as Cost Basis Product Owner - Sr Manager, IT Product Management at Charles Schwab.
AeroLeads has found 1 work email signal at @tdameritrade.com for Danielle Erickson at Charles Schwab.
Danielle Erickson is based in Omaha, Nebraska, United States while working with Charles Schwab.
Danielle Erickson has worked for Charles Schwab and Td Ameritrade.
Danielle Erickson's colleagues at Charles Schwab include Nicholas Teyechea, Tracy D Wilson, Erick Tran, Michelle G., and Justin Thomas.
You can use AeroLeads to view verified contact signals for Danielle Erickson at Charles Schwab, including work email, phone, and LinkedIn data when available.
Danielle Erickson holds Bachelor’S Degree, Business Administration And Management, General from Bellevue University.
Danielle Erickson is listed with skills including Risk Management, Series 7, Financial Services, Series 63, Equities, Series 24, Mutual Funds, and Investments.
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