Charles Schwab
Business Development Officer Within Workplace Financial Solutions, I Work
Charles Schwab 2017 - 2019
Senior Relationship Manager | Workplace Financial Solutions
Wells Fargo Jan 1, 2014 - 2017
Relationship and Project Manager  Market Data Business Advisory and Compliance
Deutsche Bank 2013 - 2014
Project Manager - Consultant - Data Governance and Architecture
Emc 2012 - 2013
Strategic Account Manager  Financial Services Consulting - Latin America
Education:
University of Connecticut Jan 2004
Master of Business Administration, Masters
University of Connecticut School of Business 2004 - 2004
Master of Business Administration, Masters, Finance
University of Connecticut May 1997
University of Connecticut 1997 - 1997
Bachelors, Bachelor of Science, Biology
Holy Cross High School 1992
Skills:
Fixed Income Financial Markets Bloomberg Crm Equities Market Data Business Development Product Management Commodity Account Management Analysis Analytics Bonds Business Intelligence Business Process Emerging Markets Enterprise Software Financial Services Foreign Exchange Reference Data Business Analysis Management Capital Markets Customer Relationship Management Csm Agile Methodologies Scrum Software Development
Interests:
Poverty Alleviation
Languages:
English Portuguese Spanish
Certifications:
Project Management Professional (Pmp) Certified Scrum Master (Csm) Series 7 Series 63 License #1941076 License Certificant Id: 578647
2013 to 2000Deutsche Bank Asset and Wealth Management
2013 to 2000 Market Data Business Analyst and Project ManagerEMC Corporation
2012 to 2013Financial Services - Latin America New York, NY 2012 to 2013 Strategic Account ManagerBloomberg LP New York, NY 2008 to 2012 Team LeaderBloomberg LP
2007 to 2012Bloomberg LP New York, NY 2007 to 2008 Senior Sales RepresentativeOpen Link Financial Inc
2005 to 2007Open Link Financial Inc New York, NY 2005 to 2007 Relationship ManagerReuters New York, NY 2004 to 2005 Product SpecialistReuters
1999 to 2005Reuters New York, NY 2002 to 2004 Customer Development ExecutiveReuters White Plains, NY 2001 to 2002 Senior Customer Support RepresentativeReuters Stamford, CT 1999 to 2001 Senior Market AnalystSIX Financial Information
1997 to 1999
Education:
The University of Connecticut Stamford, CT 2004 MBA in FinanceThe University of Connecticut Storrs, CT 1997 B.S. in Molecular and Cell Biology
Name / Title
Company / Classification
Phones & Addresses
Richard Soares
RJ SOARES CONSULTING, LLC Business Consulting Services