Professional Documents
Culture Documents
Mike Coleman Resume 8.13
Mike Coleman Resume 8.13
PROFESSIONAL EXPERIENCE
1/2010 Present
CHARLES SCHWAB - STOCK PLAN SERVICES SENIOR TRADING MANAGER EXECUTIVE SERVICES & SECTION 16
Spearheading a business turnaround to increase revenue, create scale, mitigate risk and improve employee engagement Developing the team into a sales leader through coaching and emotional intelligence training Built partnership with Executive Financial Consultants to incorporate 10b5-1 plans into their prospecting strategy Use trend forecasting to mitigate losses from trading errors, resulting in a decrease of 780% YTD
8/2006 - 10/2007
6/2005 - 7/2006
UNIVERSITY OF DENVER
Professional Masters of Business Administration (MBA) concentration in Entrepreneurship and Innovation Bachelor of Arts with a major in Business Management and a concentration in Finance and Investments College for Financial Planning - Accredited Asset Management Specialist (AAMS) FINRA Series 10, FINRA Series 9, FINRA Series 7 and FINRA Series 66
NON-PROFIT BOARDS
SUN VALLEY YOUTH CENTER - BOARD CHAIRMAN
Lead an organizational overhaul resulting in profitability, efficiency and sustainability Provide council for donor relations, brand management, operations and marketing