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
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
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
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
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
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
- Series 7
- Series 66
- Series 9/10
- CFP®
BACHELOR OF ARTS AND SCIENCES - Justice Studies
Arizona State University
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