Mark Schild Email & Phone Number

Lone Tree, Colorado, United States

Conducted thorough research and analysis to identify risks to recommend business leadership accept or exit of new or existing elevated risk organization accounts. Partnered with financial consultants to provide white glove service to high-net-worth clients and prospects regarding organization accounts. Received Schwab “Key Contributor” award for 3 years for efforts advancing the company’s business tolerance and creating written procedures for audit purposes and business continuity.Advanced to be Schwab’s Ultra High Net Worth $20MM+ client point of contact for organization and complex trusts.Doubled the number of organization accounts opened on the platform by providing training and support to sales teams and client service professionals, assisting in client presentations and addressing inquiries. Monitored and constantly reevaluated existing hedge funds and pooled accounts, conducting regular reviews and provided updates to leadership reflecting changing risk conditions to reevaluate business suitability and mitigating risk when needed. Halved onboarding time of complex accounts by collaborating with leadership and internal teams to improve operational efficiencies and streamline processes. Led transition of service model from an inbound phone service number to an appointment-based model allowing for consultants to focus on high risk and profitable clients.

Lone Tree, Colorado, United States

Led registered brokers and investment advisors in Client Service and Support roles. Coached inbound call teams of 10-20 brokers on phone skills, basic to advanced trading, and soft selling skills, while never having a representative commit a trade error under my leadership. Trained 75% of new employees across the Denver retail footprint during the timeframe, creating a foundation for their career, allowing many to become directors, financial consultants, or managers in the organization. Awarded Schwab’s “Chairman’s Circle” for leading a team with positive engagement scores while being top quartile in sales metrics.Awarded “Key Contributor” for accomplishments in training new to firm brokers.

Proactive outbound sales to registered investment advisors in the Northwest region.Scheduled appointments for external wholesalers.Analyzed business models to improve revenue and business valuation opportunities.