Michael Brothers, CFP®, CRPC®
Penn State University
Tell me more about Michael Brothers, CFP®, CRPC®?
Michael Brothers, CFP(r), CRPC(r), is a financial services leader with 17.4 years of experience. He specializes in workforce management, portfolio management, trading, and team building. Based in the United States, Michael has worked at Charles Schwab in various roles, including Director of Contact Center Capacity Planning & Analytics and Director of Workforce Management. He has also held positions at TD Ameritrade and TD Ameritrade, where he gained expertise in data science, financial markets, and operations. Michael's skills also include risk management, forecasting, capacity planning, options strategies, futures, and fx trading.
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Emails and Phone Numbers
About
I am a financial services leader who blends an expertise in data science, financial markets, and operations who helps make contact centers operate efficiently and with amazing client experiences.
Work Experience
director contact center capacity planning & analytics at charles schwab
Director Of Workforce Management
Financial Services
Michael Brothers, CFP®, CRPC®'s Professional Milestones
- Sales Manager (2006-06-01~2011-11-01): Maximized sales revenue by implementing effective strategies and fostering strong client relationships.
- Forecast Manager | Workforce Management (2014-06-01~2018-05-01): Developed and implemented effective talent acquisition strategies, enhancing the team's performance and engagement.
Education
Data Analytics
2021-2023Skill
Workforce Management
Portfolio Management
Trading
Team Building
Equities
Financial Services
Risk Management
Forecasting
Capacity Planning
Options Strategies
Futures
Fx Trading
Finance
Certification
Colleagues
Catherine Etherton
Product Owner | Product Manager
Michael Hayashi
product owner & cybersecurity data engineer at charles schwab
Michael Sherer
Senior Product Owner
Saira Zafar
Sr. Product Owner - eComm Archival & Supervision Platform | SAFe PO/PM
Aaron Ewing
Owner of A & M Wellness LLC
Other Named Michael Brothers, CFP®, CRPC®
Frequently asked questions
We found 4 Michael Brothers, CFP®, CRPC®'s email addresses
We found 2 Michael Brothers, CFP®, CRPC®'s phone numbers
Michael Brothers, CFP®, CRPC® works for Charles Schwab
Michael Brothers, CFP®, CRPC®'s role in Charles Schwab is director contact center capacity planning & analytics at charles schwab
Michael Brothers, CFP®, CRPC® works in the industry of Financial Services
Michael Brothers, CFP®, CRPC®'s colleagues are Catherine Etherton,Michael Hayashi,Michael Sherer
Michael Brothers, CFP®, CRPC®'s latest job experience is director contact center capacity planning & analytics at charles schwab at Charles Schwab
Michael Brothers, CFP®, CRPC®'s latest education in Penn State University