Michael Webb

Michael Webb Email and Phone Number

Senior Product Manager at Charles Schwab @ Charles Schwab
san francisco, california, united states
Michael Webb's Location
Denver Metropolitan Area, United States
Michael Webb's Contact Details

Michael Webb personal email

n/a
About Michael Webb

Highly accomplished product manager with extensive experience in the asset management industry. Background in financial analysis and securities data with an emphasis on superior client service. Strong ability to leverage technology, collaborate with others, resolve problems, and mitigate risk.

Michael Webb's Current Company Details
Charles Schwab

Charles Schwab

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Senior Product Manager at Charles Schwab
san francisco, california, united states
Website:
schwab.com
Employees:
20505
Michael Webb Work Experience Details
  • Charles Schwab
    Senior Product Manager
    Charles Schwab Jan 2021 - Present
    Denver Metropolitan Area
  • Charles Schwab
    Product Owner
    Charles Schwab Mar 2018 - Dec 2020
    Centennial, Co
  • Charles Schwab
    Business Analyst
    Charles Schwab Sep 2017 - Mar 2018
    Centennial, Co
  • Brown Brothers Harriman
    Operations Supervisor - Data Management
    Brown Brothers Harriman Feb 2015 - Sep 2017
    Centennial, Co
    • Supervise team instructing setups of complex financial instruments in the accounting system (Eagle STAR) and acting as liaisons between the trade desk and the accounting department.• Oversee the analysis and identification of security level data using independent sources such as Bloomberg, and expertly manage data within a security master solution (GoldenSource).• Validate and provide support in the production and distribution of reports out of security master to the client, including Portfolio Management, Risk, and Portfolio Compliance teams.• Research issues, identify bugs, and collaborate with subject matter experts in order to analyze processes and clearly communicate business needs to software development teams.• Elicit, document, and manage requirements for software projects.• Develop, review, test, and present technology solutions to business stakeholders and project teams.
  • Brown Brothers Harriman
    Operations Lead Specialist / Business Analyst - Data Management
    Brown Brothers Harriman Oct 2010 - Feb 2015
    Centennial, Co
    • Collaborate with department subject matter experts in order to clearly communicate business processes to software development teams.• Elicit, document, and manage requirements for software projects.• Develop, review, and present technology solutions to business stakeholders and project teams. • Analyze and identify security level data using independent sources such as Bloomberg, and expertly manage data within an external security master solution.• Spearheaded project to upgrade security master system, enabling it to store market specific data for securities traded on multiple financial markets.• Successfully transferred and ensured accuracy of over 1 million security attributes from legacy accounting system to new system as part of a large scale conversion project.
  • Oppenheimerfunds
    Fund Analyst - Trade Processing
    Oppenheimerfunds Aug 2007 - Sep 2010
    Centennial, Co
    • Adeptly analyzed and accounted for securities trades, shareholder movements, corporate actions, income, and expenses in order to ensure accurate pricing of mutual fund shares. • Instructed trades, advised custodian banks of wires and share movements, and expertly resolved accounting discrepancies.• Developed and implemented Share Reconciliation Automation and the 529 Control Sheet, improving accounting controls and reducing Trade Processing department workload by over 14 man-hours daily.• Created automated trades verification solution, achieving 100% accuracy and reducing processing time by 50%.
  • Oppenheimerfunds
    Fund Analyst - Financial Reporting
    Oppenheimerfunds Oct 2006 - Aug 2007
    Centennial, Co
    • Prepared and reviewed financial reports for distribution to fund shareholders and the SEC.• Coordinated audits with outside firms and facilitated communications between auditors and internal departments.• Identified and rectified erroneous data in financial reports, ensuring SEC compliance.
  • Oppenheimerfunds
    Financial Services Representative
    Oppenheimerfunds Mar 2006 - Oct 2006
    Centennial, Co
    • Provided outstanding customer service to mutual fund shareholders and financial advisors. Promoted sales of mutual funds by providing marketing support and critical product information.• Received numerous commendations for excellent customer service and retention of fund assets.
  • Gt Squared
    Sales Associate
    Gt Squared Jun 2005 - Oct 2005
    Denver, Co
    • Promoted internet-based products and services, including websites, web hosting, and business productivity tools. Performed product demonstrations and generated new business leads. Developed web site content.• Integral to the development and implementation of GT Squared’s marketing strategy.• Increased market exposure through search engine optimization tactics.
  • Gilbarco Veeder Root
    Data Analyst / Project Manager
    Gilbarco Veeder Root Mar 1998 - Jun 2005
    Lakewood, Co
    • Managed critical client accounts for environmental service provider. • Performed statistical data analysis to detect loss and manage inventory in underground fuel tanks. • Developed reports and provided ongoing regulatory compliance support to clients. • Remotely programmed and monitored tank gauging equipment; dispatched maintenance personnel as necessary.• Established remote office for Shell Puerto Rico, a key international account. Hired, trained, and managed office staff. Provided exceptional supervision over all client relations with Shell PR.• Appointed Quality Control Manager as a result of precise analytical practices and strong attention to detail.• Improved departmental efficiencies by streamlining workflows, reducing turnaround time by 35%.

Michael Webb Skills

Mutual Funds Securities Bloomberg Financial Services Customer Service Fund Accounting Project Management Financial Analysis Investments Fixed Income Management Equities Corporate Actions Alternative Investments Hedge Funds Accounting Microsoft Excel Process Improvement Fund Administration Financial Markets Account Management Financial Reporting Data Analysis Environmental Compliance Bloomberg Terminal People Skills Communication Asset Allocation Derivatives International Business Financial Accounting Trading Environmental Consulting Microsoft Word Access Database Quality Assurance Business Requirements Requirements Gathering Microsoft Office Sql Trading Systems Charles River Ims Bloomberg Data License Testing Data Management Databases Toad Agile And Waterfall Methodologies Business Analysis Database Administration Environmental Issues Requirement Specifications

Michael Webb Education Details

Frequently Asked Questions about Michael Webb

What company does Michael Webb work for?

Michael Webb works for Charles Schwab

What is Michael Webb's role at the current company?

Michael Webb's current role is Senior Product Manager at Charles Schwab.

What is Michael Webb's email address?

Michael Webb's email address is mi****@****bbh.com

What schools did Michael Webb attend?

Michael Webb attended University Of Colorado Boulder, University Of Colorado Boulder.

What are some of Michael Webb's interests?

Michael Webb has interest in Cooking, Medicine, Electronics, Exercise, Investing, Home Improvement, Reading, Fitness, Gourmet Cooking, Music.

What skills is Michael Webb known for?

Michael Webb has skills like Mutual Funds, Securities, Bloomberg, Financial Services, Customer Service, Fund Accounting, Project Management, Financial Analysis, Investments, Fixed Income, Management, Equities.

Who are Michael Webb's colleagues?

Michael Webb's colleagues are Kelley Mila, Robin Banks, Sean Ball, Kane Wallsmith, Uday P., Logan Ahlstrom, Regina Tsai.

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