Heather Claussen

Heather Claussen Email and Phone Number

Sr. Representative, Corporate Actions at Charles Schwab @ Charles Schwab
san francisco, california, united states
Heather Claussen's Location
Chandler, Arizona, United States, United States
Heather Claussen's Contact Details

Heather Claussen work email

Heather Claussen personal email

n/a
About Heather Claussen

Heather Claussen is a Sr. Representative, Corporate Actions at Charles Schwab at Charles Schwab. She possess expertise in microsoft office, customer service, leadership, research, public speaking and 4 more skills.

Heather Claussen's Current Company Details
Charles Schwab

Charles Schwab

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Sr. Representative, Corporate Actions at Charles Schwab
san francisco, california, united states
Website:
schwab.com
Employees:
20505
Heather Claussen Work Experience Details
  • Charles Schwab
    Sr. Representative, Corporate Actions
    Charles Schwab Aug 2016 - Present
    Phoenix, Arizona, United States
    Specialist in the areas of corporate reorganizations, cost basis, tax, dividends and proxy voting.I was on an escalation hotline for 12 years, then switched to reorg processing.
    View
  • Td Ameritrade
    Sr. Representative, Corporate Actions
    Td Ameritrade Mar 2008 - Aug 2016
    Omaha, Nebraska
    2011 & 2012 TOPS Officer's Club; 2016 TOPS nominee2011 Strive to Win MVPFacilitate Lean Problem Solving SessionsMaintain content on company intranet regarding Corporate Reorganizations and DividendsCreate office manuals: New Hire Training, Procedure Manuals, and Standard WorkSubject Matter Expert on Corporate Reorganizations, Dividends, and Proxy VotingAssist phone team with client calls
    View
  • Oriental Trading Company
    Testing Assistant Ii
    Oriental Trading Company Aug 2006 - Feb 2008
    Greater Omaha Area
    Managed product testing information for regulatory purposesStramlined and simplified processes to eliminate redundancies and waste
    View
  • Ralston Public Schools
    Secretary Of Student Affairs
    Ralston Public Schools Jul 2003 - Aug 2006
    Ralston, Ne
    Maintained large database of confidential student informationProvided reports to parents of students, students, staff, and legal representation as requiredUpdate the school website with upcoming eventsAssist with various school events
    View

Heather Claussen Skills

Microsoft Office Customer Service Leadership Research Public Speaking Social Media Marketing Lean Process Improvement Front Office

Heather Claussen Education Details

Frequently Asked Questions about Heather Claussen

What company does Heather Claussen work for?

Heather Claussen works for Charles Schwab

What is Heather Claussen's role at the current company?

Heather Claussen's current role is Sr. Representative, Corporate Actions at Charles Schwab.

What is Heather Claussen's email address?

Heather Claussen's email address is he****@****wab.com

What schools did Heather Claussen attend?

Heather Claussen attended University Of Nebraska At Omaha, Metropolitan Community College, Ralston High School.

What skills is Heather Claussen known for?

Heather Claussen has skills like Microsoft Office, Customer Service, Leadership, Research, Public Speaking, Social Media, Marketing, Lean Process Improvement, Front Office.

Who are Heather Claussen's colleagues?

Heather Claussen's colleagues are Evan Williams, Cfp®, Cassidy Burke Groharing, Mba, Aimee Faulkinbury, Dolores Charles, Sean Grogan, Alice Pham Le, Giorgi Petriashvili.

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