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Stephanie Potter Email & Phone Number

Innovative Leader in Corporate Strategy & Analytics | Guiding Excellence through Data-Driven Decision-Making & Insights | Transforming Vision into Action for Sustainable Growth at Charles Schwab
Location: Denver Metropolitan Area, United States, United States 6 work roles 2 schools
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Current company
Charles Schwab
Role
Innovative Leader in Corporate Strategy & Analytics | Guiding Excellence through Data-Driven Decision-Making & Insights | Transforming Vision into Action for Sustainable Growth
Location
Denver Metropolitan Area, United States, United States

Who is Stephanie Potter? Overview

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Stephanie Potter is listed as Innovative Leader in Corporate Strategy & Analytics | Guiding Excellence through Data-Driven Decision-Making & Insights | Transforming Vision into Action for Sustainable Growth at Charles Schwab, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Stephanie Potter.

Stephanie Potter previously worked as Director, Head of Wealth and Advice Solutions Analytics at Charles Schwab and Director, Head of Digital Analytics at Charles Schwab. Stephanie Potter holds Master, Business Administration; Management And Strategy from Nyu Stern School Of Business.

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Charles Schwab

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Profile bio

About Stephanie Potter

Corporate strategy and analytics are two important aspects of modern business. As a visionary and results-driven executive leader in corporate strategy and analytics, I have a proven history of successfully translating data and directives from senior leaders to data science teams. I drive organizational advancement by establishing consistent operational strategies that leverage artificial intelligence (AI), machine learning, and predictive models. In addition, I provide in-depth impact analysis for projects, including resource allocations, compensation planning, product improvements, and client initiatives. Throughout my career, I have built and led top-performing teams, elevated strategic capabilities, and driven innovation to ensure sustainable growth. Below is a selection of the top accomplishments from my career with Charles Schwab:● Aligning digital reporting and analytics across marketing and digital website teams. I streamlined the client handoff process by creating one view, funnel, language, and naming convention.● Decreasing voluntary attrition by implementing a quarterly compensation program and lowering the cost of hiring, training, and retaining employees.● Designing and implementing a new compensation structure for 1,000 financial advisors without increasing costs.I am excited to expand my professional network and see what the future may hold. If you would like to connect, please contact me at sjpotter81@gmail.com.

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Stephanie Potter's current company

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Charles Schwab
Charles Schwab
Innovative Leader in Corporate Strategy & Analytics | Guiding Excellence through Data-Driven Decision-Making & Insights | Transforming Vision into Action for Sustainable Growth
San Francisco
Website
schwab.com
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6 roles

Stephanie Potter work experience

A career timeline built from the work history available for this profile.

Director, Head Of Wealth And Advice Solutions Analytics

Current
Charles Schwab

Westlake, Texas, US

  • Build analytics and reporting for wealth management and product services division with $4B in revenue. Oversee 10-person team. Created suite of reporting for senior leaders and product managers of exchange-traded funds.
  • Streamlined measuring and reporting across 45+ product groups by standardizing KPIs and aligning teams; eliminated 100+ reports.
Oct 2022 - Present

Director, Head Of Digital Analytics

Charles Schwab

Westlake, Texas, US

  • Oversaw reporting and analytics for organization-wide digital solutions to drive consistency across products, including website, mobile application, intelligent assistant, and Robo-Advisor. Liaised between marketing.
  • Generated significant cost savings by leading A/B testing of client usage in partnership with user experience (UX) team to improve digital products.
Nov 2020 - Oct 2022

Director, Retail Analytics And Business Insights

Charles Schwab

Westlake, Texas, US

  • Designed advanced analytics process and roadmap; translated data between centralized analytics and data science team and senior leaders. Created KPIs and field reporting for call center and retail business team by.
  • Designed advanced analytics to determine benefits of installing on-campus B2B branch at major technology company. Identified employees for control group and presented results to senior leaders and client; successfully.
  • Led client journey project to inform prioritization of digital roadmap; proposed project and secured approval and funding; implemented end-to-end comprehensive data set. Reduced costs and removed wasteful calls by.
Jul 2018 - Nov 2020

Director, Client Service And Support, Capacity & Workforce Planning,

Charles Schwab

Westlake, Texas, US

  • Designed strategy and operations for daily execution and forecasting of call center team, managing volume of calls, emails, and chats for 24/7/365 service. Managed 30-person team. Created robust modeling tools for.
  • Decreased labor spending and maintained NPS score of 80 by revamping work schedules nationwide;established 2 always-open locations to ensure 24/7/365 coverage.
Jan 2016 - Jul 2018

Director, Client Services & Support, Chief Of Staff

Charles Schwab

Westlake, Texas, US

  • Partnered with senior leader of call center to maintain consistent, quality client experiences and improve engagement of 2K US employees. Conducted analysis to alter geographic footprint; proposed and secured budget.
  • Opened new corporate headquarters in TX and launched new call center, establishing first team in new location.
Dec 2014 - Jan 2016

Director, Retail Strategy

Charles Schwab

Westlake, Texas, US

  • Developed growth strategies and analysis for senior leaders. Managed 3-person team that set long-term strategy for retail business line. Partnered with finance, human resources, legal, compliance, and retail and branch.
  • Provided analysis and oversaw research team that created new marketing concept “trust and home” forcampaigns and branding around net new assets; presented findings to 1K marketing agency partners; concept still in use.
Sep 2012 - Dec 2014
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts →

JM Jenna Meyer Jenna Meyer Colleague at Charles SchwabSt Louis, Missouri, United States, United States View → BB Benjamin Baldus Benjamin Baldus Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States, United States View → DS Devin Smith Devin Smith Colleague at Charles SchwabAurora, Colorado, United States, United States View → KB Karla Blanco Karla Blanco Colleague at Charles SchwabA Coruña, Galicia, Spain, Spain View → CA Cosandra Adams-Brown Cosandra Adams-Brown Colleague at Charles SchwabCastle Rock, Colorado, United States, United States View → SW Stacey Worrell Stacey Worrell Colleague at Charles SchwabBuda, Texas, United States, United States View → SL Sean L. Sean L. Colleague at Charles SchwabDenver Metropolitan Area, United States View → BF Bickett, Fredrick Bickett, Fredrick Colleague at Charles SchwabScottsdale, Arizona, United States, United States View → PK Pavani Konkimalla Pavani Konkimalla Colleague at Charles SchwabAtlanta Metropolitan Area, United States View → RD Robert Dilaura Robert Dilaura Colleague at Charles SchwabCastle Rock, Colorado, United States, United States View →
2 education records

Stephanie Potter education

Master, Business Administration; Management And Strategy

Nyu Stern School Of Business

Bs, Business

University Of Colorado Boulder - Leeds School Of Business
FAQ

Frequently asked questions about Stephanie Potter

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What company does Stephanie Potter work for?

Stephanie Potter works for Charles Schwab.

What is Stephanie Potter's role at Charles Schwab?

Stephanie Potter is listed as Innovative Leader in Corporate Strategy & Analytics | Guiding Excellence through Data-Driven Decision-Making & Insights | Transforming Vision into Action for Sustainable Growth at Charles Schwab.

Where is Stephanie Potter based?

Stephanie Potter is based in Denver Metropolitan Area, United States, United States while working with Charles Schwab.

What companies has Stephanie Potter worked for?

Stephanie Potter has worked for Charles Schwab.

Who are Stephanie Potter's colleagues at Charles Schwab?

Stephanie Potter's colleagues at Charles Schwab include Jenna Meyer, Benjamin Baldus, Devin Smith, Karla Blanco, and Cosandra Adams-Brown.

How can I contact Stephanie Potter?

You can use AeroLeads to view verified contact signals for Stephanie Potter at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Stephanie Potter attend?

Stephanie Potter holds Master, Business Administration; Management And Strategy from Nyu Stern School Of Business.

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