Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Kenneth Rose

Salt Lake City,UT

Summary

Multi-talented Senior Manager well-versed and highly effective at developing, and presenting key concepts to enable clients to experience personal growth and greater financial security.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Sr Manager, Product Management/Marketing

Charles Schwab
Salt Lake City, Utah
01.2020 - Current
  • Developed course curriculum on Stock fundamental analysis, Option strategies, Futures, and using the thinkorswim platform in general and thinkscript specifically. I am considered a SME in all these areas.
  • I have taught clients in all the above areas as well via Schwab coaching.
  • Here are a couple of examples: https://bit.ly/3zH2huI and https://bit.ly/3VYwgpo and https://bit.ly/3zNsMyj
  • Worked as part of the coaching team to help insure a client centric approach and to insure that others could take time off as needed by filling in for them.

Education Coach

TD Ameritrade
Salt Lake City, UT
01.2014 - 01.2020
  • While at TD Ameritrade I was Voted "Best of the Best" for 5 quarters in a row. No other coach achieved that at TD. Best of the Best was an award for highest customer satisfaction metrics. At the time there were over 50 coaches in the department.

Education

MBA - Finance

University of Utah
Salt Lake City, UT

Skills

  • Presentation
  • Teaching
  • Development
  • Market Analysis
  • Strategic Planning
  • Talent Development
  • Corporate Communications

Certification

  • I hold series 3, 7 and 63 licenses

Timeline

Sr Manager, Product Management/Marketing

Charles Schwab
01.2020 - Current

Education Coach

TD Ameritrade
01.2014 - 01.2020

MBA - Finance

University of Utah

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Kenneth Rose