Steve Hall Email and Phone Number
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Steve Hall personal email
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Steve Hall is a Managing Director -- Wealth, Technology, and Operations Finance at Charles Schwab. He possess expertise in financial modeling, financial services, strategy, finance, series 7 and 19 more skills.
Charles Schwab
View- Website:
- schwab.com
- Company phone:
- 800-435-4000
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Managing Director -- Wealth, Technology, And Operations FinanceCharles Schwab Feb 2022 - PresentWestlake, Texas, Us• Provide decision support for the primary organizations driving technology demand and delivery• Partner closely with executive leaders as the strategy and approach to planning, prioritizing, and funding evolves• Manage more than $4 billion in expense which includes approximately 12,000 labor equivalents• Lead 30 associates across Wealth, Technology, and Operations finance teams• Deliver purpose statement for SWOT Finance with emphasis on collaboration, thought leadership, and associate development
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Managing Director -- Integration Management OfficeTd Ameritrade Oct 2020 - Feb 2022Omaha, Ne, Us• Established baseline mapping exercise to identify expenses by business unit to hit $2 billion in target synergies• Drove expense synergy planning by group to assess multi-year view of program success• Created and maintain revenue and expense synergy realization tracking to monitor financial health of acquisition• Explored additional revenue synergy opportunities above original deal model assumptions -
Managing Director -- Retail Strategy & AnalyticsTd Ameritrade Apr 2018 - Oct 2020Omaha, Ne, Us• Revitalize Retail growth by identifying new target clients and implementing enhanced segmentation strategy• Explore and define potential new products, offers or client experiences designed to drive business results• Develop strategic roadmap for successful implementation of key Retail programs to reduce cost or complexity• Define and analyze quantitative data, qualitative feedback and competitive research to explore business opportunities and risk• Perform due diligence for USAA’s $60 billion brokerage and $20 billion managed money businesses• Conduct reverse due diligence on Schwab’s $26 billion acquisition of TDA• Lead 50 associates across Strategy, Product, Branch, Call Center, Digital and Data Management analytical teams• Deliver purpose statement for RSA with emphasis on collaboration, thought leadership and associate development• Strengthen firm-wide culture via the TDA Purpose & Values Committee
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Director -- Scottrade Integration, Client ExperienceTd Ameritrade Oct 2016 - Apr 2018Omaha, Ne, Us• Assembled and managed Client Experience team for largest acquisition in the industry to date• Identified strategic gaps in TDA and Scottrade offerings and completed assessment to maintain or fill gaps• Partnered with technology to address gaps in client experience• Delivered successful conversion of 3 million Scottrade clients by exceeding attrition expectations
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Director -- Business DevelopmentTd Ameritrade Jun 2012 - Apr 2018Omaha, Ne, Us• Managed due diligence for Scottrade acquisition and reviewed over 5,000 documents relevant to the deal• Evaluated 20 M&A prospects from a strategic and financial perspective and coordinated due diligence for compelling targets• Identified and analyzed emerging industry trends for strategic decision making• Synthesized research of competitors and market trends to support or challenge prevailing strategic views
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Director -- Banking & Cash ManagementTd Ameritrade Nov 2010 - Jun 2012Omaha, Ne, Us• Managed $70 billion in cash and $8 billion in margin by balancing client pay rates, company earn rates and client experience• Established a cash pricing strategy to maximize yield and maintain growth in rising interest rate environment• Proposed and executed a $5 billion cash conversion which generated an incremental $20 million in revenue
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Director -- Strategy & AnalysisTd Ameritrade Jan 2010 - Nov 2010Omaha, Ne, Us• Provided strategic analytics to drive business decisions for asset management, mutual funds, fixed income, cash and margin• Completed “Leading for Excellence” Program and launched TDA Mentor Program
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Director -- Analysis, Planning, & ReportingTd Ameritrade Jul 2005 - Jan 2010Omaha, Ne, Us• Forecasted key metrics and revenue for the entire firm to prepare for fiscal year planning and quarterly earnings calls• Created financial models for potential M&A prospects and other ad-hoc projects• Contributed to TD Waterhouse finance and data warehouse integrations by mapping key metrics and general ledger accounts
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Senior Financial Analyst -- FinanceTd Ameritrade Mar 2002 - Jul 2005Omaha, Ne, Us• Formulated monthly financial forecasts, income statements and variance analyses• Prepared weekly and monthly financial business reviews for the executive management team
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Registered Representative -- RetailTd Ameritrade May 1999 - Mar 2002Omaha, Ne, Us• Executed security trades for clients and educated them on the equity markets• Functioned as the liaison for 95 corporate clients and transitioned their employee’s 120k ESOP accounts for NDB acquisition
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Board MemberCystic Fibrosis Foundation Feb 2012 - Dec 2021Bethesda, Md, Us• Have raised $350,000 for cystic fibrosis research through Great Strides fundraiser & local golf event• Organized and hosted 200+ player annual golf tournament for five years (2013-2018)
Steve Hall Skills
Steve Hall Education Details
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University Of Nebraska At OmahaAccounting -
Bellevue UniversityBusiness - Finance
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Midland UniversityBusiness
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Westside High School
Frequently Asked Questions about Steve Hall
What company does Steve Hall work for?
Steve Hall works for Charles Schwab
What is Steve Hall's role at the current company?
Steve Hall's current role is Managing Director -- Wealth, Technology, and Operations Finance.
What is Steve Hall's email address?
Steve Hall's email address is sh****@****ade.com
What is Steve Hall's direct phone number?
Steve Hall's direct phone number is (800) 454*****
What schools did Steve Hall attend?
Steve Hall attended University Of Nebraska At Omaha, Bellevue University, Midland University, Westside High School.
What skills is Steve Hall known for?
Steve Hall has skills like Financial Modeling, Financial Services, Strategy, Finance, Series 7, Leadership, Competitive Analysis, Mergers And Acquisitions, Analysis, Investments, Portfolio Management, Risk Management.
Who are Steve Hall's colleagues?
Steve Hall's colleagues are Meridith Pushnik, Brian Scott, Eric Trinidad, John Blest, Cfp®, Tim Kenwick, Daniel Gerber, Eva Chapman.
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