Renee Trotta Kettelle
Chepachet
Summary
Skilled Senior Corporate Relationship Manager with expertise in consultative sales, effective communication, project management, risk mitigation, and conflict resolution. Proven ability to develop relationships with stakeholders and executives, leading cross-functional teams and business partners to successfully execute strategic initiatives. Possesses a challenger mindset, consistently identifying opportunities for improvement and sharing insights to drive impactful change. Acknowledged for accomplishments such as receiving COO Customer Centric Focus, Chairman's Club, and Key Contributor awards. Seeking a leadership position with a strong emphasis on driving client success.
Overview
40
40
years of professional experience
Work History
Senior Manager, Product Management (PL)
Charles Schwab & Co., Inc.
05.2022 - 10.2023
- Company Overview: Digital Workplace Financial Services
- Led product rollout and onboarding strategy for new technology, specific portfolio
- Managed and crafted product communications, including internal and external roadmaps, to expose and educate stakeholders on digital initiatives
- Directed programming in collaboration with Marketing and hosted Product Huddle, a forum for stock plan services clients to engage directly with product team leaders
- Supported client retention and business development initiatives, including item review/edit of RFP responses, product presentations, strategic client reviews
- Digital Workplace Financial Services
Director, Strategic Relationship Development (Sr. Mgr.)
Charles Schwab & Co., Inc.
08.2004 - 05.2022
- Company Overview: Stock Plan Services
- Provided strategic oversight and execution of key initiatives for a book of business comprised mostly of U.S
- Based, large market, global stock plan clients ($250K-$4B in plan value) across a spectrum of industries
- Cultivated and expanded relationships with corporate executives, decision makers, and influencers, driving more opportunities for B:C relationship development
- Led cross functional teams in collaboration with retail branch network, internal and external business partners to execute on client specific, business, and firm priorities while managing risk
- Influenced product decisions
- Developed and implemented engagement strategy to empower employees through education, financial planning, and advice
- Successful pilot and adoption by clients of new programs, services, and system functionality (e.g., Executive Services, Equity Award Consultation, Concierge, Essentials, Global Tax)
- Partnered with sales team on new business development opportunities through prospect interaction, trade shows, industry activism
- Effectively onboarded new business/executives and managed client relationships to and through corporate actions (M&As, spin-offs)
- Negotiated contract terms and renewals
- Thought leadership: Developed ideas and wrote proposals for industry level topics (financial wellness being a favorite), identified and recruited speakers, created and delivered presentations publicly (NASPP, GEO)
- Notable publications include white papers and ancillary materials on regulatory matters for client and internal use (Section 6039, Cost Basis, Proxy), plus nominations for GEO awards among many client brochures, communications and presentations
- Served as a Subject Matter Expert on special projects and product
- Stock Plan Services
Associate Executive Director | Program and Content Manager
The National Association of Stock Plan Professionals
04.2002 - 07.2004
- Design architect for web-based speaker content management system developed with one engineer and implemented to fully automate the RFP process (back-end and user interface) for the National Program/Annual Conference to streamline workflows, auto-generate speaker communications, and create a content library
- Refreshed and refined the Equity Fundamentals program
- Adopted CPE guidelines nationally, and rolled out requirements to Chapters
- Developed Annual Conference Program, coordinated speakers and publication of materials
- Created content for marketing collateral and NASPP website
Business Analyst
Emplanet, Inc.
02.2001 - 11.2001
- Partner in design of end-to-end browser-based stock plan technology solution
- Drafted functional business requirements (back and front-end logic) to comply with regulations in support of corporate and third party service plan administrators
- Pursued and obtained meeting with Venture Capitalist (two rounds)
Director | Senior Account Manager
EquiServe, L.P. (Computershare)
01.1998 - 02.2001
- Business expansion through client relationship development
- Created new and revised exiting policies and procedures to increase profitability, improve service levels, and maintain a competitive edge
- Managed data conversion and onboarding of new business
- Created toolkit to support operating procedures and system, designed import package for clients in ABC format that also served as a training tool
- Account manager for outsourced stock plan administration
Facilities Manager, U.S. Operations | Stock Administrator | Contract Specialist
The Learning Company
08.1994 - 01.1998
- With staff of 14, directed facilities operations nationwide
- Managed a $10M capital and operating budget
- Managed global stock program with one staff member, including data conversions from M&As
- Designed and drafted initial ESPP
- Managed Section 16 compliance program in the U.S
- And Canada
Contract Specialist | Stock Administrator | Financial Assistant
Phoenix Technologies, Ltd.
09.1985 - 08.1994
- Established and implemented corporate contract process in support of four distinct business units and a worldwide sales organization to track contracts, comply with policy and to streamline the revenue cycle
- Managed stock program from inception pre-IPO through successful IPO and evolution to mature public company
- Integrated automated record keeping system and devised internal procedures
- Compiled and furnished data for registration statements, proxy statement and annual report
- Developed internal reporting and compliance calendar for finance and legal
- Negotiated group discount rates with brokers
- Established, implemented, and maintained Section 16 compliance program
- Assisted CFO, direct reports and Board of Directors on sensitive subjects and assisted with investor relations
Executive Secretary
John Brown, Inc.
06.1983 - 09.1985
- Provided administrative support to Corporate Controller and finance organization
- Managed corporate travel program, including petty cash fund and car fleet
- Word processing lead
Education
Business Classes -
Providence College
01.1997
Certified Equity Professional -
Santa Clara University
01.1994
Business Classes -
Bryant University
01.1984
Certified Graduate with Merit -
Katharine Gibbs School
Providence, RI01.1983
Skills
- Strategic planning
- Team leadership
- Project management
- Performance evaluation
- Budget management
- Risk assessment
- Stakeholder engagement
- Process improvement
- Change management
- Conflict resolution
- Cross-functional collaboration
- Decision making
- Business development
- Operational efficiency
- Financial analysis
- Regulatory compliance
- Market analysis
- Resource allocation
- Organizational development
Personal Information
Title: CEP
Affiliations
- The National Association of Stock Plan Professionals, presently inactive
- The Global Equity Organization, former leadership committee (Boston chapter)
- The Certified Equity Professional Institute Advisory Board, 2014-2023
- The Certified Equity Professional Institute Curriculum Committee, former member
Licensingandeducation
- FINRA Series 63, 01/01/09
- FINRA Series 7, 01/01/08
- Certified Equity Professional, 01/01/94, Santa Clara University, EDC
- Certified Graduate with Merit, 01/01/83, Katharine Gibbs School, Providence, RI
- Business Classes, 01/01/95 - 01/01/97, Providence College
- Business Classes, 01/01/84, Bryant University
Timeline
Senior Manager, Product Management (PL)
Charles Schwab & Co., Inc.
05.2022 - 10.2023
Director, Strategic Relationship Development (Sr. Mgr.)
Charles Schwab & Co., Inc.
08.2004 - 05.2022
Associate Executive Director | Program and Content Manager
The National Association of Stock Plan Professionals
04.2002 - 07.2004
Business Analyst
Emplanet, Inc.
02.2001 - 11.2001
Director | Senior Account Manager
EquiServe, L.P. (Computershare)
01.1998 - 02.2001
Facilities Manager, U.S. Operations | Stock Administrator | Contract Specialist
The Learning Company
08.1994 - 01.1998
Contract Specialist | Stock Administrator | Financial Assistant
Phoenix Technologies, Ltd.
09.1985 - 08.1994
Executive Secretary
John Brown, Inc.
06.1983 - 09.1985
Certified Equity Professional -
Santa Clara University
Business Classes -
Bryant University
Certified Graduate with Merit -
Katharine Gibbs School
Business Classes -
Providence College
Similar Profiles
Brian FrewBrian Frew
VP, Sr. Financial Consultant at Charles Schwab & Co., Inc.VP, Sr. Financial Consultant at Charles Schwab & Co., Inc.
Christina TumblesonChristina Tumbleson
Manager - Brokerage Service Representatives at Charles Schwab & Co., Inc.Manager - Brokerage Service Representatives at Charles Schwab & Co., Inc.
GRACE NGAIGRACE NGAI
Branch Manager at CHARLES SCHWAB & CO., INC.Branch Manager at CHARLES SCHWAB & CO., INC.