COLLEEN ELLINGBOE CFP®
Littleton,CO
Summary
Experienced leader with a proven track record of guiding teams across various organizations to achieve high levels of performance and engagement. Skilled in supporting individual development, fostering a collaborative culture, and driving the team toward achieving organizational goals. Adept at balancing team growth with strategic objectives to deliver measurable results.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Planning Sr. Manager
CHARLES SCHWAB
Lone Tree, CO
10.2023 - Current
- Managed a team of 13 Financial Planners with diverse skills and expertise, providing tailored coaching to enhance planning quality, facilitate impactful client conversations, and foster individual growth
- Led the organizations comprehensive training program to ensure consistent onboarding and continuous professional development across the organization
- Partnered strategically with the Branch Network to identify optimal collaboration points, enhancing CPG’s role in the sales process and maximizing client engagement opportunities
- Empowered Financial Planners to expand their expertise, offering advanced training, encouraging additional certifications, and providing coaching on complex planning topics
Financial Planning Help Desk Sr. Manager
CHARLES SCHWAB
Lone Tree, CO
03.2022 - 10.2024
- Built and managed a team of 11 Associate Financial Planners, defining roles and responsibilities to ensure accurate Money Guide Pro guidance and support
- Established multi-channel communication tools—including a dedicated phone line, email inbox, and Salesforce queue—to enhance team accessibility and streamline client interactions
- Introduced the team to Branch Network and SWA, fostering awareness of available resources and reinforcing collaborative support across departments
- Cultivated strong partnerships with Branch Network and SWA, identifying planning gaps and implementing targeted training to drive growth in financial planning expertise
- Led the team through organizational changes, clearly communicating role adjustments and shifting priorities while maintaining high levels of performance and engagement
- Enhanced client support skills through Retirement Concierge and AFP initiatives, ensuring consistent accuracy, client satisfaction, and adherence to Schwab’s policies and procedures
Prospect Conversion Team Sr. Manager
CHARLES SCHWAB
Lone Tree, CO
10.2020 - 03.2022
- Led and coached a team of 8 Investment Consultants, developing a streamlined sales process and ensuring proficiency in Schwab solutions, financial planning, and career advancement discussions
- Achieved over $2B in NAF and $265M in NSF annually through strategic team leadership, consistently driving annual production goals
- Enhanced the team’s talent pipeline by fostering a culture of development and mentorship, promoting continuous growth within the organization
- Strengthened cross-functional partnerships with branch networks, including the Independent, National, and Active Trader branches, through regular meetings and collaborative engagements
- Contributed to key projects to establish consistent onboarding and coaching processes across the organization, enhancing alignment and operational efficiency
CS&S Sr. Team Manager
CHARLES SCHWAB
Lone Tree, CO
07.2016 - 10.2020
- Led and coached a team of new and tenured Financial Service Professionals across Regional and Schwab Trading Services, facilitating complex discussions on financial planning, problem-solving, and advanced trading strategies
- Consistently ranked as a top performer in client satisfaction, achieving leading client survey scores across Regional and Schwab Trading Services
- Successfully managed team performance during the transition to remote work, navigating market volatility and the integration challenges following the USAA merger
- Mentored Acting Team Managers and emerging leaders, providing guidance on leadership skills, fostering new experiences, and addressing coaching challenges
- Contributed to network-wide projects, supporting initiatives for Schwab Intelligent Services and driving growth and development across the organization
CS&S Financial Service Professional
CHARLES SCHWAB
Lone Tree, CO
07.2013 - 07.2016
- Served as Acting Team Manager for Regional and Client Banking Services teams, taking on leadership responsibilities to ensure seamless operations
- Participated in Leadership Immersion, enhancing skills in team management and strategic decision-making
- Excelled in identifying client needs, executing trades, and providing expert trading guidance to support clients’ financial goals
Education
BACHELOR OF ARTS AND SCIENCES - Justice Studies
Arizona State University
Tempe, Arizona08-2011
Skills
- Strategic Planning
- Change Management
- Talent Acquisition and Retention
- Performance Management
- Cross Functional Collaboration
- Salesforce
- Money Guide Pro
Certification
- Series 7
- Series 66
- Series 9/10
- CFP®
Timeline
Financial Planning Sr. Manager
CHARLES SCHWAB
10.2023 - Current
Financial Planning Help Desk Sr. Manager
CHARLES SCHWAB
03.2022 - 10.2024
Prospect Conversion Team Sr. Manager
CHARLES SCHWAB
10.2020 - 03.2022
CS&S Sr. Team Manager
CHARLES SCHWAB
07.2016 - 10.2020
CS&S Financial Service Professional
CHARLES SCHWAB
07.2013 - 07.2016
BACHELOR OF ARTS AND SCIENCES - Justice Studies
Arizona State University