Bernard Smith Email & Phone Number

San Francisco Bay Area

San Francisco Bay Area

San 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.

St. 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.

San 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.

San 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.

San Jose, Ca

Oakland, Ca

Mba

Bs, Business - Finance With Minors In Computer Science And Economics