Overview
Work History
Education
Skills
Certification
Timeline
Generic

Christian Johnson

Gilbert,AZ

Overview

15
15
years of professional experience
1
1
Certification

Work History

Director of Strategy Analytics

Charles Schwab & Co.
Phoenix
04.2018 - Current
  • Developed a resource allocation model from scratch to support a $10+ million sales initiative. Utilized surveys, data analytics, and linear modeling to optimize resource distribution, resulting in billions of dollars of additional customer assets.
  • Successfully conducted multiple ad-hoc analytics projects for Managing Directors and C-suite executives, pinpointing opportunities to enhance productivity and achieve higher ROI. These initiatives led to the development of various multi-million-dollar expansion plans.
  • Analyzed market and customer trends to uncover thousands of sales opportunities, guided strategic decisions that improved sales efficiency by over 10% and boosted revenue potential by $10+ million across key product offerings.
  • Spearheaded a Generative AI initiative and formed a working group to explore AI applications within wealth management, driving innovation in customer service automation, data analysis, and product offerings.

Senior Researcher & Project Manager

Charles Schwab & Co.
Boston
09.2014 - 04.2018
  • Launched two new ThomasPartners offers and generated $8 billion in additional AUM
  • Created SQL and Tableau reports to visualize product KPIs, automating reporting processes and saving sales staff multiple hours weekly.
  • Designed client enrollment, service, and employee reports on a monthly basis.
  • Designed actionable marketing campaigns using market and customer data.

Global Investing Consultant

Charles Schwab & Co.
Phoenix
10.2009 - 09.2014
  • Increased trade volume and improved customer interactions using various applications of economic and capital market knowledge gained through CFA program.

Education

Master of Science - Business Analytics

W.P Carey School of Business

Bachelors of Arts - Business Administration

Ashford University

Skills

  • Portfolio Analytics
  • Market and Security Analysis
  • Fundamental and Technical Analysis
  • SQL (Teradata, MySQL, BigQuery)
  • Alteryx, Tableau, SAS, Excel, Salesforce, and Python

Certification

  • Chartered Financial Analyst (CFA)
  • SAS Certified Base Programmer

Timeline

Director of Strategy Analytics

Charles Schwab & Co.
04.2018 - Current

Senior Researcher & Project Manager

Charles Schwab & Co.
09.2014 - 04.2018

Global Investing Consultant

Charles Schwab & Co.
10.2009 - 09.2014

Master of Science - Business Analytics

W.P Carey School of Business

Bachelors of Arts - Business Administration

Ashford University

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Christian Johnson