Jon Nelson

Jon Nelson Email and Phone Number

Director - Digital Trading Experience at Charles Schwab @ Charles Schwab
San Francisco
Jon Nelson's Location
New York City Metropolitan Area, United States, United States
Jon Nelson's Contact Details

Jon Nelson personal email

n/a
About Jon Nelson

Seasoned financial services expert with 25+ years of experience in digital product management, strategy, and delivery. I believe in the power of financial literacy and DIY investing. I have a proven track record of leading high-performing teams to create, design, and build digital experiences for self-directed retail traders and investors.

Jon Nelson's Current Company Details
Charles Schwab

Charles Schwab

View
Director - Digital Trading Experience at Charles Schwab
San Francisco
Website:
schwab.com
Company phone:
800-435-4000
Jon Nelson Work Experience Details
  • Charles Schwab
    Director - Digital Trading Experience At Charles Schwab
    Charles Schwab Jul 2022 - Present
    Westlake, Texas, Us
    In charge of the digital client experience roadmap and strategy for retail trading features, tools, and capabilities on Schwab.com and the Schwab Mobile App.
    View
  • Charles Schwab
    Director - Head Of Td Ameritrade Retail Digital Channels & Capabilities
    Charles Schwab Oct 2020 - Jun 2022
    Westlake, Texas, Us
    Director in the Digital Investor Solutions organization responsible for product strategy and management of the TD Ameritrade retail websites, retail mobile applications and for authentication, APIs, research, alerts and messaging capabilities. (TD Ameritrade was acquired by Charles Schwab but still maintained separate digital platforms and client bases)
    View
  • Td Ameritrade
    Director - Head Of Retail Mobile Apps, Digital Client Experience
    Td Ameritrade Jan 2016 - Oct 2020
    Omaha, Ne, Us
    Accountable for digital product strategy, roadmap development, prioritization, feature definition, delivery and operations for the TD Ameritrade Mobile suite of trading applications and for the Alerts & Messaging portfolio. Direct and oversee a high performing team of product owners, analysts and product operations specialists responsible for delivering great digital experiences to our clients
    View
  • Td Ameritrade
    Director - Cio Organization
    Td Ameritrade Jan 2012 - Jan 2016
    Omaha, Ne, Us
    Worked in CIO organization managing staff of Program Managers, Project Managers and Business Analysts supporting project intake and delivery for our desktop and mobile trading applications + our Market Data (Quote Plant) portfolios
    View
  • Td Ameritrade
    Sr. Enterprise Project Manager
    Td Ameritrade Jan 2008 - Dec 2011
    Omaha, Ne, Us
    Senior Project Manager leading the Active Trader program & integration work streams for the thinkorswim acquisition.
    View
  • Td Ameritrade
    Enterprise Project Manager
    Td Ameritrade Apr 2005 - Jan 2008
    Omaha, Ne, Us
    Project Manager supporting the Active Trader program, the Long Term Investor program and the TD Waterhouse integration.
    View
  • Morgan Stanley
    Senior Manager
    Morgan Stanley Dec 2003 - Apr 2005
    New York, Ny, Us
    Institutional Securities division PMO improving processes and implementing SDLC best practices
    View
  • Prudential Securities
    Associate Vice President - Business Systems Development
    Prudential Securities Jul 2002 - Dec 2003
    Directed the team supporting our Financial Planning and Portfolio Management product initiatives
  • Prudential Securities
    Assistant Vice President
    Prudential Securities Feb 2000 - Jul 2002
    Supervisor responsible for managing the analyst team supporting our Financial Planning product initiatives.
  • Prudential Securities
    Business Systems Analyst
    Prudential Securities Sep 1997 - Jan 2000
    Business Systems Analyst responsible for crafting business requirements, developing user interaction designs and for quality assurance testing.

Jon Nelson Skills

Business Analysis Project Portfolio Management Program Management Financial Services Sdlc Vendor Management Project Delivery Integration Portfolio Management Business Requirements Project Management Risk Management Agile Methodologies Quality Assurance Software Development Life Cycle Securities Pmp Management Requirements Analysis Software Project Management Trading Requirements Gathering Strategy

Jon Nelson Education Details

  • Fordham University
    Fordham University
    Political Science
  • Penn State University
    Penn State University

Frequently Asked Questions about Jon Nelson

What company does Jon Nelson work for?

Jon Nelson works for Charles Schwab

What is Jon Nelson's role at the current company?

Jon Nelson's current role is Director - Digital Trading Experience at Charles Schwab.

What is Jon Nelson's email address?

Jon Nelson's email address is jo****@****ade.com

What is Jon Nelson's direct phone number?

Jon Nelson's direct phone number is +120136*****

What schools did Jon Nelson attend?

Jon Nelson attended Fordham University, Penn State University.

What skills is Jon Nelson known for?

Jon Nelson has skills like Business Analysis, Project Portfolio Management, Program Management, Financial Services, Sdlc, Vendor Management, Project Delivery, Integration, Portfolio Management, Business Requirements, Project Management, Risk Management.

Who are Jon Nelson's colleagues?

Jon Nelson's colleagues are Aishwarya Kovver, Doug Lotz, Beth Nikolayevsky, Sean Ball, Nathan May, Perumal Venkatachalam, Hieu Nguyen.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.