Michael Brothers, CFP®, CRPC®
director contact center capacity planning & analytics at charles schwab@ Charles Schwab
Dallas-Fort Worth Metroplex
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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

@bestbuy.com
@tdameritrade.com
@schwab.com
@gmail.com
+1 415636****
+1 800435****
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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

3000 Schwab Way, Westlake, Texas, 76262, US

Financial Services

31142
Phone
+1 8004354000
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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.
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Education

Penn State University
Penn State University

Data Analytics

2021-2023
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