Helping Schwab transform lives through accessible wealth management, for every stage of our clients’ journey.- Help inform and shape the strategic vision for the Wealth and Advice Solutions organization- Conduct analyses and studies to help inform key strategic business decisions- Internal strategy consulting engagements to identify growth opportunities for the business- Strategic planning and resource allocation decision support- Chief of Staff support to the Head of Wealth and Advice Solutions and the business line’s senior leadership team

Helping to further advance Schwab's digital transformation and shape the strategic vision for the Digital Services organization.- Conducting analyses and studies to help inform key strategic business decisions.- Internal consulting engagements to drive key strategic projects.- Strategic planning and supporting resource allocation for Digital Services.- Chief of Staff support to the Digital Services leadership team and the COO of Schwab.

- Problem solving employee transition issues as part of the cultural integration of Charles Schwab and TD Ameritrade.- Chief of Staff support to the Interim CEO of TD Ameritrade.

Responsible for the strategy, analytics and reporting of the enterprise-wide Strategic Resiliency Program.Leads the analytics team, as part of the Strategic Resiliency Office, who work with our business-line executives to establish sustainable and scalable business strategies for our firm.

Sizing market opportunities, developing strategic partnerships and creating new business models for clients within the financial services space.About DisCoTech: DisCoTech (Disruptive Companies and Technologies) is an incubator focused on exploring and investing in emerging growth opportunities, business models and solutions that transform lives and investing for the better. DisCoTech is a wholly-owned subsidiary of TD Ameritrade Holding Corporation.

Lead several teams, responsible for supporting the following business functions with analytics and insights:- Institutional Sales- Institutional Marketing- Institutional Products- Institutional Service and OperationsResponsibilities include:- Delivering insights, analytical studies, dashboards, and reports to help our business leaders interpret trends and help drive business decisions- Profitability modeling and deal guidance, in support of Sales- Client segmentation and personalization efforts- Front-line Associate tools to assist in targeting offerings and services to AdvisorsOversee a staff of approx. 15 Analysts and 3 Senior Managers, supporting 1K+ Associates and 6K+ Advisors

Lead several teams, responsible for the following functions:- Business intelligence and analytics -- supporting the service center and middle-office operations- End-user computing tools and solutions -- improving the efficiency of service and operations- Workforce management -- optimizing staff in the service center- Demand forecasting, staffing planning, and optimization modeling- Client experience program and client surveys -- surfacing insights to improve the client experienceManage the development of analytic insight into the Institutional operating and service models; interpret emerging trends and drive tactical/strategic recommendations for business leadersIntegrate divisional strategies into forecasting/planning/reporting functions as they relate to system roadmaps, capacity planning, client demand, and Associate productivity Oversee a staff of approximately 10 business Analysts and 2 Managers, supporting 750+ Associates and 5,000+ Advisors

Lead two Team Managers in driving the compensation strategy for various business units of TD Ameritrade. Consult with business leaders to design incentive plans for sales and service teams that best align with business objectives. Advise on metric design/selection, weighting determination, and target setting. Assess and analyze the effectiveness of incentive plans, recommend plan changes, and regularly present findings to business leaders.Other responsibilities include:- Incentive plan design- Sales incentive calculators and processing- Broad-based market review projects- Sales incentive analytics- HR performance analytics- FLSA reviews- Metric design

Manage a team of three Sr Analysts in providing broad-based compensation consultation to business and HR leaders across various business lines of TD Ameritrade. Responsibilities include:- Group market pricing reviews- Incentive plan design and target setting- Quarterly incentive analytics on plan effectiveness- Market pricing tools and reporting

Executive compensation, including top 5 proxy analysis, peer group development, dilution & share usage, financial analysis, pay for performance, incentive plan design and metric selection, 280G calculation and change in control due diligenceBroad-based rewards, including market pricing, salary structures, and incentive plan designSales compensation, including sales plan due diligence, plan design, metric selection and target settingOn-site corporate compensation secondments; projects include global incentive plan harmonization, Top 100 reporting and analytics for TARP-recipient (requested by Treasury), and incentive plan design