Bernard Smith Email and Phone Number
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I'm an Executive Financial Services Professional with 20 years of experience in a Fortune 500 company. At my core, I am an entrepreneur and lifelong learner which led me to establish my own direct-to-consumer farm business. I love building teams that connect the dots, execute on plans and deliver results. I’ve lead teams in Finance, Securities Lending, Software Development, Data Governance, and Risk Operations. My ability to approach solutions strategically, clarify and articulate objectives, and build strong relationships to deliver solutions has enabled me to coach others to their full potential and build a strong foundation for their future success. I have a passion for health and wellness. When I’m not working, I am usually with my wife hanging out with friends, cooking something awesome to eat, or at the gym working it off! Areas of Expertise: • leading teams• motivating individuals for high performance based on individual preferences• diversity and inclusion• systems thinking for service delivery process design and quality• respectful challenge and empathetic leadership• courageous conversations• financial management• strategic approach• process improvement• project execution
Charles Schwab
View- Website:
- schwab.com
- Employees:
- 20505
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Director, New Products Risk Program, Enterprise Risk ManagementCharles Schwab Aug 2019 - PresentSan Francisco Bay Area -
Enterprise Digital, Analytics & Risk Technology DirectorCharles Schwab Sep 2018 - Aug 2019San Francisco Bay Area -
Director, Market & Investment Risk TechnologyCharles Schwab Feb 2013 - Sep 2018San Francisco Bay Area★ Lead the development and support of technology infrastructure required to meet the requirements of a mandatory federal economic forecast stress testing process (CCAR).★ Directed efforts of Application Engineers, Business Systems Analysts, System Administrators, and Agile Scrum Masters; oversaw the creation of internal testing protocols and systems.★ Lead the implementation of process changes to adopt tools (Collibra, IBM IGC, ERwin, Oracle EDQ) and deliver on data governance standards, improving data quality and reducing data risk.★ Implemented Agile SDM and facilitated continuous and ongoing process improvement to increase transparency and throughput of development team activities.★ Past successes include assuming control and providing leadership of a critical risk mitigation project to build and deploy a credit administration tracking system designed to monitor trading portfolios, comparing positions to risk limits set by the Market & Investment Risk organization; recognized with an offer of full time employment in a key leadership role.☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ABOUT CHARLES SCHWABThe Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. -
OwnerFull Of Life Farm Jun 2008 - Sep 2018St. Paul, Or★ Launched and managed this direct-to-customer farming operation, dedicated to the raising, marketing, and sale of pork and beef products, piloting the venture to profitability, until sale of company in 2018.★ Created all processing, sales, and distribution channel development strategies and procedures.★ Defined strict production protocols in alignment with the company’s vision, mission, and values.★ Built relationships with supply chain and distribution vendors to optimize market distribution.★ Established sales targets and managed lead conversion.★ Leveraged the power and reach of the Internet to expand the company’s visibility and brand recognition; developed and debuted an interactive e-Commerce site and email marketing strategy that increased sales growth.★ Hosted tours and lectures to the public showcasing the benefit of farm to table products.☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ABOUT FULL OF LIFE FARMFull of Life Farm in Oregon's Willamette Valley specializes in delivering Oregon grass-fed, pasture-raised, hormone- and antibiotic-free beef and pork to customers homes in the San Francisco Bay Area. -
Vice President, Securities Lending Trading And SalesCharles Schwab Jun 1995 - May 2008San Francisco, Ca★ Exceeded annual sales and revenue targets.★ Assembled a team of traders capable of identifying and lending securities to short sellers and hedge funds, while negotiating favorable fees based on supply and demand.★ Responsible for relationships with clients and vendors, negotiations, and the identification of growth and revenue opportunities.★ Adopted a sales-driven model for the Securities Lending Division, resulting in 50% annualized growth in net income over five years.★ Automated data management, which empowered the staff to focus on sales; increased annual revenue from ~$40 million to over $100 million during last four years.★ Advised the Treasurer and Chief Financial Officer on all issues with the potential to impact Securities Lending.★ At the invitation of the CFO, presented Securities Lending results, strategy, and roadmap to the entire corporate finance organization.☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ABOUT CHARLES SCHWABThe Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. -
Director, FinanceCharles Schwab Jun 1992 - Jun 1995San Francisco, Ca★ Managed a team that produced financial analysis to support investment decisions for the Brokerage Operations Division.★ Reviewed project requests and facilitated the budget development process.☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ABOUT CHARLES SCHWABThe Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. -
Senior Financial AnalystLtx Corporation May 1991 - Jun 1992San Jose, Ca -
Financial AnalystEquitec Financial Group Aug 1987 - May 1991Oakland, Ca
Bernard Smith Skills
Bernard Smith Education Details
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Business - Finance With Minors In Computer Science And Economics
Frequently Asked Questions about Bernard Smith
What company does Bernard Smith work for?
Bernard Smith works for Charles Schwab
What is Bernard Smith's role at the current company?
Bernard Smith's current role is Director, New Products Risk Program, Enterprise Risk Management at Charles Schwab.
What is Bernard Smith's email address?
Bernard Smith's email address is be****@****ail.com
What is Bernard Smith's direct phone number?
Bernard Smith's direct phone number is +192587*****
What schools did Bernard Smith attend?
Bernard Smith attended Santa Clara University, Oregon State University.
What are some of Bernard Smith's interests?
Bernard Smith has interest in Ancestral Health, Sustainable Agriculture Economics, Evolutionary Based Nutrition.
What skills is Bernard Smith known for?
Bernard Smith has skills like Business Development, New Business Development, Financial Modeling, Start Ups, Sales, Entrepreneurship, Customer Service, Team Building, Public Speaking, Strategy, Vendor Management, Data Governance.
Who are Bernard Smith's colleagues?
Bernard Smith's colleagues are M K, Vamsi Kasoju, Adria Y., Maruthi Bajantri, Pmp, Saheeb Chowdhury, Michael Palagonia, Shawn Tinsman.
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