Ralph Moreno

Ralph Moreno Email and Phone Number

Sr. Specialist - Business Systems Analysis @ Charles Schwab
Scottsdale, AZ, US
Ralph Moreno's Location
Scottsdale, Arizona, United States, United States
Ralph Moreno's Contact Details

Ralph Moreno personal email

n/a
About Ralph Moreno

Ralph Moreno is a Sr. Specialist - Business Systems Analysis at Charles Schwab. He possess expertise in microsoft office, teamwork, powerpoint, research, microsoft excel and 2 more skills.

Ralph Moreno's Current Company Details
Charles Schwab

Charles Schwab

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Sr. Specialist - Business Systems Analysis
Scottsdale, AZ, US
Website:
schwab.com
Employees:
33019
Ralph Moreno Work Experience Details
  • Charles Schwab
    Sr. Specialist - Business Systems Analysis
    Charles Schwab
    Scottsdale, Az, Us
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  • Charles Schwab
    Specialist - Business Systems Analyst
    Charles Schwab Jan 2022 - Present
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  • Charles Schwab
    Associate, Operations
    Charles Schwab Apr 2020 - Mar 2022
    Responsible for reviewing retirement plan investment lineups for availability. Analyzing new retirement account applications & documents. Setting up retirement plan accounts in accordance with department procedures ranging from Startups to multi-million dollar existing plans converting to Schwab. Perform account maintenance as well as perform High Accuracy Quality Control review on accounts setup by peers.
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  • Charles Schwab
    Participant Services Representative
    Charles Schwab Apr 2018 - Apr 2020
    Phoenix, Arizona Area
    Attained Series 7 & 66 Licenses. Performed: 401k enrollments, trades, rebalances, as well as processed distributions from low dollar to million dollar amounts. Assisted clients with loans, contribution changes, statements and online access. Developed several tools for department use including an interactive excel log allowing managers to track time request efficiently for reps, a gross up calculator for distributions, a web based note taking app for calls, and assisted with other projects including team metric data reports.
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  • First Convenience Bank
    Branch Supervisor
    First Convenience Bank Feb 2015 - Mar 2018
    Negotiated business, payroll, personal checks, as well as cash ranging from a few dollars to 80k+, while adhering to bank procedures. Vault custodian, responsible for over 350k in live cash, and over 90k in bank ATM. Handled customer escalations, resolved transaction issues, managed, developed and trained bank personnel.
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  • Asurion
    Premier Support Specialist
    Asurion May 2014 - Jan 2015
    Deer Valley, Az
    Handled high volume tech support calls for Verizon Wireless. Performed and assisted with data backups/restores, troubleshooting, and education of proper mobile device usage. Researched solutions via Google, technical forums in a restricted amount of time, as well as diffused escalations.
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  • Yodle
    Seo Sales Representative (Inside Sales)
    Yodle Aug 2013 - Mar 2014
    Scottsdale, Az
    Performed 100+ daily outbound calls nationwide to business prospects. Guided prospects through online technical presentations covering Yodle’s online marketing strategies, and search engine optimization allowing them to increase profits and sales.
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  • Business Data Inc.
    Data Processing Technician
    Business Data Inc. Jun 2012 - Jul 2013
    Los Angeles, Ca
    Modified, and created marketing messages for over 300+ credit unions with Photoshop. Reviewed financial statement data files for accuracy; processed, prepped, and prioritized workloads for print production.
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  • Act-1 Personnel Services
    Csr, Office Assistant, Processor
    Act-1 Personnel Services 2008 - 2012
    Greater Los Angeles Area
    Created business correspondence, compiled reports, filed classified documents, performed data entry from basic to multi-million-dollar entries for Wachovia, now Wells Fargo Bank. Signed off daily on 80 – 100 million-dollar check shipments and answered high volume inbound calls for Southern California Gas Company.

Ralph Moreno Skills

Microsoft Office Teamwork Powerpoint Research Microsoft Excel Customer Service Windows

Ralph Moreno Education Details

Frequently Asked Questions about Ralph Moreno

What company does Ralph Moreno work for?

Ralph Moreno works for Charles Schwab

What is Ralph Moreno's role at the current company?

Ralph Moreno's current role is Sr. Specialist - Business Systems Analysis.

What is Ralph Moreno's email address?

Ralph Moreno's email address is ra****@****dle.com

What schools did Ralph Moreno attend?

Ralph Moreno attended Scottsdale Community College.

What skills is Ralph Moreno known for?

Ralph Moreno has skills like Microsoft Office, Teamwork, Powerpoint, Research, Microsoft Excel, Customer Service, Windows.

Who are Ralph Moreno's colleagues?

Ralph Moreno's colleagues are Natasha Nabokova, Alexander Meissner, Mark Ols, Quentin Sampson, Jonathan Sears, Cfp ®, Mba, Matthew Taheri, Allison Simoes.

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